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 | $33,591 | $85,022-60.5% | $70,515-52.4% | $139,434-75.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.95% | 30.38%-11.4pp | 32.77%-13.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,659 | $3,909-32.0% | $2,973-10.6% | $4,751-44.0% |
| Participant deferral / active EE | $6,914 | $5,890+17.4% | $4,567+51.4% | $6,710+3.0% |
| Admin fee / account holder | -$294 | $8,906-103.3% | $6,412-104.6% | $11,403-102.6% |