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 | $26,856 | $106,515-74.8% | $96,683-72.2% | $139,434-80.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.59% | 38.43%-13.8pp | 35.69%-11.1pp | 372.94%-348.3pp |
| Employer contribution / active EE | $1,645 | $4,103-59.9% | $3,737-56.0% | $4,751-65.4% |
| Participant deferral / active EE | $8,414 | $5,454+54.3% | $4,878+72.5% | $6,710+25.4% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |