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 | $22,106 | $202,432-89.1% | $169,368-86.9% | $139,434-84.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.39% | 531.74%-521.3pp | 405.60%-395.2pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,580 | $4,692-66.3% | $4,013-60.6% | $4,751-66.7% |
| Participant deferral / active EE | $2,848 | $6,938-59.0% | $6,221-54.2% | $6,710-57.6% |
| Admin fee / account holder | $118 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |