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 | $28,622 | $111,754-74.4% | $103,333-72.3% | $145,922-80.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.48% | 24.77%-3.3pp | 24.88%-3.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,974 | $4,212-29.4% | $3,868-23.1% | $4,660-36.2% |
| Participant deferral / active EE | $6,706 | $5,619+19.4% | $5,057+32.6% | $6,688+0.3% |
| Admin fee / account holder | $283 | $9,750-97.1% | $8,355-96.6% | $13,397-97.9% |