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 8-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 | $23,683 | $73,933-68.0% | $96,683-75.5% | $75,163-68.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.92% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,865 | $2,928-36.3% | $3,737-50.1% | $2,670-30.1% |
| Participant deferral / active EE | $4,453 | $3,659+21.7% | $4,878-8.7% | $4,125+7.9% |
| Admin fee / account holder | $180 | $5,216-96.6% | $6,730-97.3% | $5,651-96.8% |