See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,124 | $133,922-81.2% | $116,228-78.4% | $142,382-82.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.39% | 147.76%-136.4pp | 90.06%-78.7pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,424 | $3,446-58.7% | $2,994-52.5% | $4,299-66.9% |
| Participant deferral / active EE | $10,516 | $5,672+85.4% | $4,953+112.3% | $6,507+61.6% |
| Admin fee / account holder | $131 | $14,945-99.1% | $11,989-98.9% | $12,624-99.0% |