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 | $30,452 | $167,484-81.8% | $151,611-79.9% | $134,475-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.00% | 7.80%-9.8pp | 3.33%-5.3pp | 417.96%-420.0pp |
| Employer contribution / active EE | $9,700 | $6,829+42.0% | $6,166+57.3% | $4,740+104.7% |
| Participant deferral / active EE | $6,303 | $8,986-29.9% | $8,363-24.6% | $6,400-1.5% |
| Admin fee / account holder | $168 | $13,783-98.8% | $11,616-98.6% | $11,426-98.5% |