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 | $24,380 | $53,127-54.1% | $86,590-71.8% | $70,131-65.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.30% | 27.66%-8.4pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,497 | $2,696+29.7% | $3,609-3.1% | $3,332+5.0% |
| Admin fee / account holder | $235 | $3,585-93.4% | $4,906-95.2% | $4,645-94.9% |