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 | $24,485 | $110,257-77.8% | $96,544-74.6% | $139,434-82.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.75% | 26.32%-10.6pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,301 | $3,620+46.5% | $2,965+78.8% | $4,751+11.6% |
| Participant deferral / active EE | $2,928 | $5,548-47.2% | $4,851-39.6% | $6,710-56.4% |
| Admin fee / account holder | $241 | $11,591-97.9% | $8,252-97.1% | $11,403-97.9% |