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 5-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 | $63,671 | $106,584-40.3% | $101,326-37.2% | $142,382-55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.59% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,000 | $3,956-49.4% | $3,665-45.4% | $4,299-53.5% |
| Participant deferral / active EE | $3,613 | $8,297-56.5% | $7,994-54.8% | $6,507-44.5% |
| Admin fee / account holder | $111 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |