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 | $20,644 | $85,022-75.7% | $70,515-70.7% | $139,434-85.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 23.22% | 30.38%-7.2pp | 32.77%-9.5pp | 372.94%-349.7pp |
| Employer contribution / active EE | $4,821 | $3,909+23.3% | $2,973+62.1% | $4,751+1.5% |
| Participant deferral / active EE | $2,970 | $5,890-49.6% | $4,567-35.0% | $6,710-55.7% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |