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 | $25,158 | $54,762-54.1% | $90,281-72.1% | $72,985-65.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.44% | 30.63%-9.2pp | 78.10%-56.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,318 | $2,092+10.8% | $2,854-18.8% | $2,440-5.0% |
| Participant deferral / active EE | $1,963 | $2,887-32.0% | $3,885-49.5% | $3,607-45.6% |
| Admin fee / account holder | $77 | $3,972-98.1% | $5,351-98.6% | $5,124-98.5% |