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 | $28,262 | $114,381-75.3% | $107,525-73.7% | $142,382-80.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.89% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,967 | $4,015+23.7% | $3,754+32.3% | $4,299+15.5% |
| Participant deferral / active EE | $6,663 | $5,564+19.7% | $5,116+30.2% | $6,507+2.4% |
| Admin fee / account holder | $74 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |