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 | $31,582 | $117,841-73.2% | $102,423-69.2% | $145,922-78.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.09% | 31.65%-18.6pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,674 | $3,615-26.0% | $3,023-11.6% | $4,660-42.6% |
| Participant deferral / active EE | $4,544 | $5,731-20.7% | $5,053-10.1% | $6,688-32.0% |
| Admin fee / account holder | $262 | $13,326-98.0% | $9,451-97.2% | $13,397-98.0% |