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 | $41,532 | $74,888-44.5% | $71,209-41.7% | $142,382-70.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.36% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,896 | $2,854-33.6% | $2,721-30.3% | $4,299-55.9% |
| Participant deferral / active EE | $5,549 | $4,454+24.6% | $4,175+32.9% | $6,507-14.7% |
| Admin fee / account holder | $51 | $5,568-99.1% | $5,349-99.1% | $12,624-99.6% |