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 6-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 | $26,222 | $110,261-76.2% | $95,745-72.6% | $139,434-81.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.50% | 27.11%-2.6pp | 28.35%-3.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,358 | $3,257+33.8% | $2,835+53.7% | $4,751-8.3% |
| Participant deferral / active EE | $5,690 | $4,676+21.7% | $4,245+34.0% | $6,710-15.2% |
| Admin fee / account holder | $29 | $6,613-99.6% | $5,678-99.5% | $11,403-99.7% |