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 | $29,990 | $118,450-74.7% | $98,439-69.5% | $139,434-78.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.54% | 18.94%+3.6pp | 21.16%+1.4pp | 372.94%-350.4pp |
| Employer contribution / active EE | $3,752 | $3,609+3.9% | $3,048+23.1% | $4,751-21.0% |
| Participant deferral / active EE | $6,035 | $5,392+11.9% | $4,738+27.4% | $6,710-10.1% |
| Admin fee / account holder | $36 | $14,026-99.7% | $8,948-99.6% | $11,403-99.7% |