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 | $11,926 | $111,754-89.3% | $103,333-88.5% | $145,922-91.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.43% | 24.77%-12.3pp | 24.88%-12.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,820 | $4,212-56.8% | $3,868-52.9% | $4,660-60.9% |
| Participant deferral / active EE | $6,241 | $5,619+11.1% | $5,057+23.4% | $6,688-6.7% |
| Admin fee / account holder | $116 | $9,750-98.8% | $8,355-98.6% | $13,397-99.1% |