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 | $30,389 | $103,376-70.6% | $87,100-65.1% | $152,861-80.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.88% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,688 | $3,220-16.5% | $2,521+6.6% | $4,762-43.6% |
| Participant deferral / active EE | $2,744 | $4,778-42.6% | $4,049-32.2% | $5,850-53.1% |
| Admin fee / account holder | $226 | $12,205-98.1% | $7,497-97.0% | $11,596-98.0% |