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 | $24,361 | $85,202-71.4% | $172,739-85.9% | $72,985-66.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.14% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,117 | $3,324-36.3% | $5,143-58.8% | $2,440-13.2% |
| Participant deferral / active EE | $3,447 | $3,260+5.7% | $5,198-33.7% | $3,607-4.4% |
| Admin fee / account holder | $193 | $5,884-96.7% | $13,954-98.6% | $5,124-96.2% |