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 4-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 | $27,123 | $117,841-77.0% | $102,423-73.5% | $145,922-81.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.66% | 31.65%-14.0pp | 29.32%-11.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,278 | $3,615-37.0% | $3,023-24.6% | $4,660-51.1% |
| Participant deferral / active EE | $11,570 | $5,731+101.9% | $5,053+129.0% | $6,688+73.0% |
| Admin fee / account holder | $80 | $13,326-99.4% | $9,451-99.2% | $13,397-99.4% |