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 | $15,043 | $114,381-86.8% | $107,525-86.0% | $142,382-89.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.23% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,766 | $4,015+43.6% | $3,754+53.6% | $4,299+34.1% |
| Participant deferral / active EE | $6,199 | $5,564+11.4% | $5,116+21.2% | $6,507-4.7% |
| Admin fee / account holder | $32 | $9,860-99.7% | $8,919-99.6% | $12,624-99.7% |