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 | $33,816 | $99,877-66.1% | $84,966-60.2% | $145,922-76.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.18% | 83.76%-67.6pp | 66.38%-50.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,353 | $3,231+65.6% | $2,727+96.3% | $4,660+14.9% |
| Participant deferral / active EE | $10,010 | $5,291+89.2% | $4,519+121.5% | $6,688+49.7% |
| Admin fee / account holder | $196 | $7,248-97.3% | $6,149-96.8% | $13,397-98.5% |