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 | $26,801 | $111,724-76.0% | $93,606-71.4% | $145,922-81.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.37% | 202.98%-185.6pp | 133.20%-115.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,582 | $3,090-16.4% | $2,420+6.7% | $4,660-44.6% |
| Participant deferral / active EE | $9,299 | $4,912+89.3% | $4,411+110.8% | $6,688+39.0% |
| Admin fee / account holder | $51 | $10,250-99.5% | $8,285-99.4% | $13,397-99.6% |