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 3-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 | $26,090 | $71,050-63.3% | $93,606-72.1% | $80,856-67.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.55% | 11.26%-0.7pp | 133.20%-122.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,763 | $1,564+76.7% | $2,420+14.2% | $2,755+0.3% |
| Participant deferral / active EE | $5,703 | $4,034+41.4% | $4,411+29.3% | $4,296+32.8% |
| Admin fee / account holder | $154 | $6,945-97.8% | $8,285-98.1% | $6,918-97.8% |