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 | $29,114 | $109,982-73.5% | $97,226-70.1% | $145,922-80.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.22% | 242.90%-227.7pp | 75.13%-59.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,695 | $3,084-12.6% | $2,729-1.2% | $4,660-42.2% |
| Participant deferral / active EE | $10,293 | $4,676+120.1% | $4,264+141.4% | $6,688+53.9% |
| Admin fee / account holder | $50 | $6,221-99.2% | $5,654-99.1% | $13,397-99.6% |