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 | $27,439 | $183,519-85.0% | $155,509-82.4% | $145,922-81.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.61% | 61.17%-36.6pp | 64.67%-40.1pp | 561.29%-536.7pp |
| Employer contribution / active EE | $1,703 | $5,313-67.9% | $4,672-63.6% | $4,660-63.5% |
| Participant deferral / active EE | $4,358 | $6,462-32.6% | $5,626-22.5% | $6,688-34.8% |
| Admin fee / account holder | $169 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |