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 | $25,149 | $165,335-84.8% | $149,696-83.2% | $158,922-84.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.90% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,000 | $5,103-41.2% | $4,644-35.4% | $4,761-37.0% |
| Participant deferral / active EE | $5,864 | $7,181-18.3% | $6,842-14.3% | $5,982-2.0% |
| Admin fee / account holder | $229 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |