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 | $20,140 | $117,841-82.9% | $102,423-80.3% | $145,922-86.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.97% | 31.65%-15.7pp | 29.32%-13.4pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,235 | $3,615-38.2% | $3,023-26.1% | $4,660-52.0% |
| Participant deferral / active EE | $10,385 | $5,731+81.2% | $5,053+105.5% | $6,688+55.3% |
| Admin fee / account holder | $276 | $13,326-97.9% | $9,451-97.1% | $13,397-97.9% |