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 | $21,080 | $107,452-80.4% | $91,541-77.0% | $142,382-85.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.98% | 22.06%+1.9pp | 20.50%+3.5pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,796 | $2,994-40.0% | $2,505-28.3% | $4,299-58.2% |
| Participant deferral / active EE | $2,620 | $4,754-44.9% | $4,008-34.6% | $6,507-59.7% |
| Admin fee / account holder | $80 | $8,834-99.1% | $6,956-98.8% | $12,624-99.4% |