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 | $27,101 | $117,983-77.0% | $101,794-73.4% | $142,382-81.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.25% | 36.92%-11.7pp | 30.53%-5.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $917 | $2,773-66.9% | $2,289-60.0% | $4,299-78.7% |
| Participant deferral / active EE | $6,875 | $4,714+45.9% | $4,084+68.3% | $6,507+5.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |