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 10-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 | $58,900 | $77,419-23.9% | $69,455-15.2% | $152,861-61.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.53% | 39.06%-13.5pp | 28.97%-3.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,294 | $3,315-61.0% | $2,779-53.4% | $4,762-72.8% |
| Participant deferral / active EE | $4,333 | $4,414-1.8% | $3,535+22.6% | $5,850-25.9% |
| Admin fee / account holder | $14 | $6,207-99.8% | $3,839-99.6% | $11,596-99.9% |