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 | $27,823 | $103,376-73.1% | $87,100-68.1% | $152,861-81.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 27.39% | 28.10%-0.7pp | 28.19%-0.8pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,686 | $3,220-47.7% | $2,521-33.1% | $4,762-64.6% |
| Participant deferral / active EE | $3,309 | $4,778-30.8% | $4,049-18.3% | $5,850-43.4% |
| Admin fee / account holder | $30 | $12,205-99.8% | $7,497-99.6% | $11,596-99.7% |