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 | $26,734 | $117,381-77.2% | $99,443-73.1% | $152,861-82.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.76% | 31.87%-10.1pp | 30.72%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,702 | $3,013+22.9% | $2,540+45.8% | $4,762-22.3% |
| Participant deferral / active EE | $4,313 | $4,086+5.5% | $3,619+19.2% | $5,850-26.3% |
| Admin fee / account holder | $18 | $7,631-99.8% | $6,250-99.7% | $11,596-99.8% |