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 | $34,450 | $114,381-69.9% | $107,525-68.0% | $142,382-75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.90% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,836 | $4,015-54.3% | $3,754-51.1% | $4,299-57.3% |
| Participant deferral / active EE | $12,508 | $5,564+124.8% | $5,116+144.5% | $6,507+92.2% |
| Admin fee / account holder | $266 | $9,860-97.3% | $8,919-97.0% | $12,624-97.9% |