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 | $12,876 | $107,452-88.0% | $91,541-85.9% | $142,382-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.71% | 22.06%-0.3pp | 20.50%+1.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,642 | $2,994-45.2% | $2,505-34.4% | $4,299-61.8% |
| Participant deferral / active EE | $2,190 | $4,754-53.9% | $4,008-45.4% | $6,507-66.3% |
| Admin fee / account holder | $288 | $8,834-96.7% | $6,956-95.9% | $12,624-97.7% |