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 4-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 | $27,021 | $72,400-62.7% | $67,502-60.0% | $145,922-81.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.35% | 7182.46%-7173.1pp | 3512.12%-3502.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $578 | $3,069-81.2% | $2,731-78.8% | $4,660-87.6% |
| Participant deferral / active EE | $1,554 | $4,783-67.5% | $4,000-61.2% | $6,688-76.8% |
| Admin fee / account holder | $207 | $5,539-96.3% | $3,998-94.8% | $13,397-98.5% |