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 | $27,265 | $201,272-86.5% | $184,203-85.2% | $145,922-81.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.13% | 29.00%-6.9pp | 28.81%-6.7pp | 561.29%-539.2pp |
| Employer contribution / active EE | $4,543 | $7,022-35.3% | $6,427-29.3% | $4,660-2.5% |
| Participant deferral / active EE | $4,543 | $9,806-53.7% | $9,131-50.2% | $6,688-32.1% |
| Admin fee / account holder | $14 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |