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 | $28,696 | $176,056-83.7% | $159,436-82.0% | $167,490-82.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.73% | 331.75%-303.0pp | 263.57%-234.8pp | 478.56%-449.8pp |
| Employer contribution / active EE | $2,679 | $5,297-49.4% | $4,829-44.5% | $4,837-44.6% |
| Participant deferral / active EE | $10,566 | $7,750+36.3% | $7,352+43.7% | $6,341+66.6% |
| Admin fee / account holder | $140 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |