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 7-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 | $28,486 | $217,402-86.9% | $185,823-84.7% | $167,490-83.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.04% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $2,121 | $5,873-63.9% | $5,167-59.0% | $4,837-56.2% |
| Participant deferral / active EE | $4,987 | $6,356-21.5% | $5,568-10.4% | $6,341-21.3% |
| Admin fee / account holder | $155 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |