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 6-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 | $28,614 | $114,381-75.0% | $107,525-73.4% | $142,382-79.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.49% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,720 | $4,015+42.5% | $3,754+52.4% | $4,299+33.1% |
| Participant deferral / active EE | $9,297 | $5,564+67.1% | $5,116+81.7% | $6,507+42.9% |
| Admin fee / account holder | $75 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |