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 | $24,858 | $114,381-78.3% | $107,525-76.9% | $142,382-82.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.71% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,049 | $4,015+50.7% | $3,754+61.1% | $4,299+40.7% |
| Participant deferral / active EE | $4,768 | $5,564-14.3% | $5,116-6.8% | $6,507-26.7% |
| Admin fee / account holder | $247 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |