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 | $27,210 | $65,409-58.4% | $98,442-72.4% | $85,850-68.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 30.02% | 21.76%+8.3pp | 1492.73%-1462.7pp | 318.53%-288.5pp |
| Employer contribution / active EE | $1,441 | $2,168-33.5% | $2,960-51.3% | $2,565-43.8% |
| Participant deferral / active EE | $893 | $3,166-71.8% | $4,276-79.1% | $3,952-77.4% |
| Admin fee / account holder | $52 | $4,593-98.9% | $5,949-99.1% | $6,260-99.2% |