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 | $26,372 | $111,754-76.4% | $103,333-74.5% | $145,922-81.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.70% | 24.77%-14.1pp | 24.88%-14.2pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,024 | $4,212-75.7% | $3,868-73.5% | $4,660-78.0% |
| Participant deferral / active EE | $5,748 | $5,619+2.3% | $5,057+13.7% | $6,688-14.1% |
| Admin fee / account holder | $228 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |