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 | $20,544 | $67,619-69.6% | $54,791-62.5% | $158,922-87.1% |
| Participation rate | 100.0% | 80.6%+19.4pp | 65.0%+35.0pp | 82.0%+18.0pp |
| Annual return | 16.61% | 14.21%+2.4pp | 15.11%+1.5pp | 302.83%-286.2pp |
| Employer contribution / active EE | $0 | $4,142-100.0% | $3,035-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,353 | $7,369-68.1% | $5,714-58.8% | $5,982-60.7% |
| Admin fee / account holder | $4 | $9,472-100.0% | $6,823-99.9% | $11,246-100.0% |