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 | $26,735 | $228,332-88.3% | $185,823-85.6% | $158,922-83.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.19% | 40.80%-28.6pp | 35.95%-23.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $869 | $4,967-82.5% | $4,087-78.7% | $4,761-81.7% |
| Participant deferral / active EE | $4,000 | $6,415-37.6% | $5,632-29.0% | $5,982-33.1% |
| Admin fee / account holder | $291 | $11,864-97.5% | $9,500-96.9% | $11,246-97.4% |