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 | $14,513 | $127,264-88.6% | $109,895-86.8% | $167,490-91.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.16% | 22.97%-0.8pp | 29.45%-7.3pp | 478.56%-456.4pp |
| Employer contribution / active EE | $3,116 | $3,322-6.2% | $2,842+9.6% | $4,837-35.6% |
| Participant deferral / active EE | $3,139 | $4,514-30.5% | $4,048-22.5% | $6,341-50.5% |
| Admin fee / account holder | $10 | $7,114-99.9% | $6,066-99.8% | $12,309-99.9% |