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 6-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 | $29,899 | $76,312-60.8% | $67,221-55.5% | $158,922-81.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.02% | 22.77%-3.8pp | 20.72%-1.7pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,136 | $4,476-30.0% | $3,723-15.8% | $4,761-34.1% |
| Participant deferral / active EE | $5,130 | $5,264-2.5% | $4,384+17.0% | $5,982-14.2% |
| Admin fee / account holder | $74 | $8,005-99.1% | $5,844-98.7% | $11,246-99.3% |