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 | $18,532 | $202,432-90.8% | $169,368-89.1% | $139,434-86.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.65% | 531.74%-509.1pp | 405.60%-383.0pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,327 | $4,692-71.7% | $4,013-66.9% | $4,751-72.1% |
| Participant deferral / active EE | $6,872 | $6,938-1.0% | $6,221+10.5% | $6,710+2.4% |
| Admin fee / account holder | $35 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |