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 | $13,610 | $110,261-87.7% | $95,745-85.8% | $139,434-90.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.85% | 27.11%+1.7pp | 28.35%+0.5pp | 372.94%-344.1pp |
| Employer contribution / active EE | $3,000 | $3,257-7.9% | $2,835+5.8% | $4,751-36.9% |
| Participant deferral / active EE | $4,501 | $4,676-3.7% | $4,245+6.0% | $6,710-32.9% |
| Admin fee / account holder | $14 | $6,613-99.8% | $5,678-99.8% | $11,403-99.9% |