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 | $17,380 | $53,127-67.3% | $86,590-79.9% | $70,131-75.2% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 13.38% | 27.66%-14.3pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,448 | $2,068+18.4% | $2,839-13.8% | $2,342+4.5% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $259 | $3,585-92.8% | $4,906-94.7% | $4,645-94.4% |