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 | $20,461 | $65,685-68.8% | $57,179-64.2% | $273,961-92.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 11.52% | 21.99%-10.5pp | 14.59%-3.1pp | 41.45%-29.9pp |
| Employer contribution / active EE | $6,218 | $3,279+89.7% | $2,682+131.8% | $4,869+27.7% |
| Participant deferral / active EE | $7,856 | $3,782+107.7% | $3,096+153.7% | $5,287+48.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |