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 | $31,683 | $74,888-57.7% | $71,209-55.5% | $142,382-77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.37% | 345.14%-325.8pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,535 | $2,854+23.9% | $2,721+29.9% | $4,299-17.8% |
| Participant deferral / active EE | $4,871 | $4,454+9.4% | $4,175+16.7% | $6,507-25.1% |
| Admin fee / account holder | $31 | $5,568-99.4% | $5,349-99.4% | $12,624-99.8% |