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 | $39,158 | $201,272-80.5% | $184,203-78.7% | $145,922-73.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.45% | 29.00%-13.6pp | 28.81%-13.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,509 | $7,022-50.0% | $6,427-45.4% | $4,660-24.7% |
| Participant deferral / active EE | $8,179 | $9,806-16.6% | $9,131-10.4% | $6,688+22.3% |
| Admin fee / account holder | $45 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |