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 | $25,198 | $74,888-66.4% | $71,209-64.6% | $142,382-82.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.52% | 345.14%-320.6pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $6,260 | $2,854+119.3% | $2,721+130.0% | $4,299+45.6% |
| Participant deferral / active EE | $650 | $4,454-85.4% | $4,175-84.4% | $6,507-90.0% |
| Admin fee / account holder | $62 | $5,568-98.9% | $5,349-98.8% | $12,624-99.5% |