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 | $20,602 | $176,377-88.3% | $134,143-84.6% | $158,922-87.0% |
| Participation rate | 95.2% | 78.7%+16.5pp | 72.2%+23.1pp | 82.0%+13.3pp |
| Annual return | 17.14% | 63.63%-46.5pp | 36.33%-19.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,288 | $5,040-34.8% | $3,704-11.2% | $4,761-30.9% |
| Participant deferral / active EE | $0 | $4,091-100.0% | $3,499-100.0% | $5,982-100.0% |
| Admin fee / account holder | $171 | $8,718-98.0% | $6,684-97.4% | $11,246-98.5% |