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 | $19,309 | $110,261-82.5% | $95,745-79.8% | $139,434-86.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.00% | 27.11%+0.9pp | 28.35%-0.4pp | 372.94%-344.9pp |
| Employer contribution / active EE | $2,554 | $3,257-21.6% | $2,835-9.9% | $4,751-46.2% |
| Participant deferral / active EE | $10,497 | $4,676+124.5% | $4,245+147.3% | $6,710+56.4% |
| Admin fee / account holder | $25 | $6,613-99.6% | $5,678-99.6% | $11,403-99.8% |