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 | $32,535 | $117,983-72.4% | $101,794-68.0% | $142,382-77.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 27.30% | 36.92%-9.6pp | 30.53%-3.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $9,806 | $2,773+253.7% | $2,289+328.4% | $4,299+128.1% |
| Participant deferral / active EE | $4,994 | $4,714+6.0% | $4,084+22.3% | $6,507-23.3% |
| Admin fee / account holder | $19 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |