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 | $26,055 | $159,602-83.7% | $150,045-82.6% | $142,382-81.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.10% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,276 | $4,961-54.1% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $5,578 | $8,310-32.9% | $7,997-30.2% | $6,507-14.3% |
| Admin fee / account holder | $54 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |