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 | $14,020 | $111,754-87.5% | $103,333-86.4% | $145,922-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 24.77%-13.3pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,441 | $4,212-18.3% | $3,868-11.0% | $4,660-26.2% |
| Participant deferral / active EE | $8,730 | $5,619+55.4% | $5,057+72.6% | $6,688+30.5% |
| Admin fee / account holder | $89 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |