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 3-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 | $20,155 | $95,266-78.8% | $82,389-75.5% | $142,382-85.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.75% | 25.74%-9.0pp | 28.67%-11.9pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,189 | $2,991-60.2% | $2,517-52.8% | $4,299-72.3% |
| Participant deferral / active EE | $4,617 | $4,809-4.0% | $4,155+11.1% | $6,507-29.0% |
| Admin fee / account holder | $56 | $8,563-99.3% | $7,231-99.2% | $12,624-99.6% |