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 | $19,891 | $106,584-81.3% | $101,326-80.4% | $142,382-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.27% | 36.93%-12.7pp | 36.82%-12.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,845 | $3,956-53.4% | $3,665-49.7% | $4,299-57.1% |
| Participant deferral / active EE | $5,219 | $8,297-37.1% | $7,994-34.7% | $6,507-19.8% |
| Admin fee / account holder | $38 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |