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 | $31,692 | $106,584-70.3% | $101,326-68.7% | $142,382-77.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.82% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,062 | $3,956-47.9% | $3,665-43.7% | $4,299-52.0% |
| Participant deferral / active EE | $5,069 | $8,297-38.9% | $7,994-36.6% | $6,507-22.1% |
| Admin fee / account holder | $185 | $11,446-98.4% | $11,185-98.3% | $12,624-98.5% |