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 6-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 | $27,394 | $154,365-82.3% | $130,231-79.0% | $139,434-80.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 30.85% | 30.34%+0.5pp | 38.77%-7.9pp | 372.94%-342.1pp |
| Employer contribution / active EE | $1,900 | $5,170-63.2% | $4,126-53.9% | $4,751-60.0% |
| Participant deferral / active EE | $5,711 | $8,498-32.8% | $6,799-16.0% | $6,710-14.9% |
| Admin fee / account holder | $32 | $9,214-99.6% | $6,020-99.5% | $11,403-99.7% |