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 | $32,832 | $85,022-61.4% | $70,515-53.4% | $139,434-76.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 22.43% | 30.38%-8.0pp | 32.77%-10.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $8,123 | $3,909+107.8% | $2,973+173.2% | $4,751+71.0% |
| Participant deferral / active EE | $8,123 | $5,890+37.9% | $4,567+77.9% | $6,710+21.1% |
| Admin fee / account holder | $55 | $8,906-99.4% | $6,412-99.1% | $11,403-99.5% |