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 | $20,970 | $99,877-79.0% | $84,966-75.3% | $145,922-85.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,422 | $3,231-25.0% | $2,727-11.2% | $4,660-48.0% |
| Participant deferral / active EE | $2,944 | $5,291-44.4% | $4,519-34.9% | $6,688-56.0% |
| Admin fee / account holder | $19 | $7,248-99.7% | $6,149-99.7% | $13,397-99.9% |