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 | $23,049 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.14% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,025 | $4,810-78.7% | $4,305-76.2% | $4,299-76.2% |
| Participant deferral / active EE | $6,950 | $6,272+10.8% | $5,540+25.4% | $6,507+6.8% |
| Admin fee / account holder | $288 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |