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 | $21,698 | $117,841-81.6% | $102,423-78.8% | $145,922-85.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.91% | 31.65%-9.7pp | 29.32%-7.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $4,744 | $3,615+31.3% | $3,023+56.9% | $4,660+1.8% |
| Participant deferral / active EE | $6,838 | $5,731+19.3% | $5,053+35.3% | $6,688+2.2% |
| Admin fee / account holder | $39 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |