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 | $26,664 | $127,065-79.0% | $113,168-76.4% | $142,382-81.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.31% | 24.03%-2.7pp | 24.27%-3.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,585 | $3,442-24.9% | $2,975-13.1% | $4,299-39.9% |
| Participant deferral / active EE | $4,396 | $5,716-23.1% | $5,107-13.9% | $6,507-32.4% |
| Admin fee / account holder | $218 | $15,736-98.6% | $12,068-98.2% | $12,624-98.3% |