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 | $26,791 | $179,726-85.1% | $156,263-82.9% | $142,382-81.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.31% | 77.86%-60.5pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,494 | $5,069-50.8% | $4,333-42.4% | $4,299-42.0% |
| Participant deferral / active EE | $4,559 | $6,956-34.5% | $6,158-26.0% | $6,507-29.9% |
| Admin fee / account holder | $213 | $17,272-98.8% | $14,255-98.5% | $12,624-98.3% |