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 | $27,088 | $133,958-79.8% | $112,228-75.9% | $134,475-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 11.22% | 47.11%-35.9pp | 27.45%-16.2pp | 417.96%-406.7pp |
| Employer contribution / active EE | $3,263 | $4,038-19.2% | $3,635-10.2% | $4,740-31.2% |
| Participant deferral / active EE | $7,927 | $5,291+49.8% | $4,728+67.7% | $6,400+23.9% |
| Admin fee / account holder | $147 | $7,489-98.0% | $6,410-97.7% | $11,426-98.7% |