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 | $27,174 | $70,756-61.6% | $65,493-58.5% | $142,382-80.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.10% | 1754.89%-1728.8pp | 982.45%-956.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $3,317 | $2,881+15.1% | $2,574+28.8% | $4,299-22.9% |
| Participant deferral / active EE | $5,162 | $4,637+11.3% | $3,961+30.3% | $6,507-20.7% |
| Admin fee / account holder | $189 | $6,559-97.1% | $5,028-96.2% | $12,624-98.5% |