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 | $22,319 | $110,257-79.8% | $96,544-76.9% | $139,434-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 22.25% | 26.32%-4.1pp | 25.84%-3.6pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,229 | $3,620-38.4% | $2,965-24.8% | $4,751-53.1% |
| Participant deferral / active EE | $14,219 | $5,548+156.3% | $4,851+193.1% | $6,710+111.9% |
| Admin fee / account holder | $71 | $11,591-99.4% | $8,252-99.1% | $11,403-99.4% |