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 | $20,679 | $85,022-75.7% | $70,515-70.7% | $139,434-85.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 27.49% | 30.38%-2.9pp | 32.77%-5.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,986 | $3,909-49.2% | $2,973-33.2% | $4,751-58.2% |
| Participant deferral / active EE | $8,238 | $5,890+39.9% | $4,567+80.4% | $6,710+22.8% |
| Admin fee / account holder | $21 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |