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 | $17,799 | $177,572-90.0% | $154,803-88.5% | $142,382-87.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.78% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,649 | $4,810-65.7% | $4,305-61.7% | $4,299-61.6% |
| Participant deferral / active EE | $4,793 | $6,272-23.6% | $5,540-13.5% | $6,507-26.4% |
| Admin fee / account holder | $48 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |