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 | $16,455 | $81,632-79.8% | $70,449-76.6% | $158,922-89.6% |
| Participation rate | 84.6% | 77.7%+6.9pp | 75.1%+9.6pp | 82.0%+2.7pp |
| Annual return | 14.50% | 208.40%-193.9pp | 109.03%-94.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,049 | $3,217-5.2% | $2,737+11.4% | $4,761-36.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $19 | $6,193-99.7% | $3,845-99.5% | $11,246-99.8% |