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 | $25,263 | $133,922-81.1% | $116,228-78.3% | $142,382-82.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.91% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,115 | $3,446-38.6% | $2,994-29.4% | $4,299-50.8% |
| Participant deferral / active EE | $4,518 | $5,672-20.4% | $4,953-8.8% | $6,507-30.6% |
| Admin fee / account holder | $74 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |