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 | $29,036 | $148,534-80.5% | $135,903-78.6% | $139,434-79.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.19% | 79.19%-29.0pp | 68.23%-18.0pp | 372.94%-322.8pp |
| Employer contribution / active EE | $15,410 | $5,243+193.9% | $4,856+217.3% | $4,751+224.4% |
| Participant deferral / active EE | $4,306 | $8,100-46.8% | $7,758-44.5% | $6,710-35.8% |
| Admin fee / account holder | $27 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |