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 | $26,814 | $88,751-69.8% | $81,812-67.2% | $145,922-81.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.15% | 1025.40%-1003.3pp | 773.79%-751.6pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,995 | $3,083-35.3% | $2,912-31.5% | $4,660-57.2% |
| Participant deferral / active EE | $11,754 | $4,643+153.1% | $4,319+172.2% | $6,688+75.8% |
| Admin fee / account holder | $249 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |