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 | $15,444 | $106,515-85.5% | $96,683-84.0% | $139,434-88.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.96% | 38.43%-22.5pp | 35.69%-19.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,230 | $4,103-45.6% | $3,737-40.3% | $4,751-53.1% |
| Participant deferral / active EE | $2,204 | $5,454-59.6% | $4,878-54.8% | $6,710-67.2% |
| Admin fee / account holder | $125 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |