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 7-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 | $27,197 | $176,056-84.6% | $159,436-82.9% | $167,490-83.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.85% | 331.75%-305.9pp | 263.57%-237.7pp | 478.56%-452.7pp |
| Employer contribution / active EE | $1,542 | $5,297-70.9% | $4,829-68.1% | $4,837-68.1% |
| Participant deferral / active EE | $3,114 | $7,750-59.8% | $7,352-57.7% | $6,341-50.9% |
| Admin fee / account holder | $112 | $12,554-99.1% | $10,799-99.0% | $12,309-99.1% |