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 | $27,926 | $133,922-79.1% | $116,228-76.0% | $142,382-80.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 23.17% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,160 | $3,446-37.3% | $2,994-27.9% | $4,299-49.8% |
| Participant deferral / active EE | $9,297 | $5,672+63.9% | $4,953+87.7% | $6,507+42.9% |
| Admin fee / account holder | $49 | $14,945-99.7% | $11,989-99.6% | $12,624-99.6% |