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 | $28,504 | $74,888-61.9% | $71,209-60.0% | $142,382-80.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.36% | 345.14%-323.8pp | 282.51%-261.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,655 | $2,854-42.0% | $2,721-39.2% | $4,299-61.5% |
| Participant deferral / active EE | $1,902 | $4,454-57.3% | $4,175-54.4% | $6,507-70.8% |
| Admin fee / account holder | $260 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |