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 | $21,077 | $117,983-82.1% | $101,794-79.3% | $142,382-85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.62% | 36.92%-9.3pp | 30.53%-2.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $2,364 | $2,773-14.8% | $2,289+3.3% | $4,299-45.0% |
| Participant deferral / active EE | $6,895 | $4,714+46.3% | $4,084+68.8% | $6,507+6.0% |
| Admin fee / account holder | $53 | $10,433-99.5% | $8,777-99.4% | $12,624-99.6% |