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 | $26,990 | $101,069-73.3% | $81,478-66.9% | $147,584-81.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 27.93% | 32.40%-4.5pp | 38.78%-10.9pp | 578.55%-550.6pp |
| Employer contribution / active EE | $3,326 | $3,205+3.8% | $2,568+29.5% | $4,876-31.8% |
| Participant deferral / active EE | $6,671 | $4,242+57.3% | $3,537+88.6% | $5,439+22.7% |
| Admin fee / account holder | $53 | $5,812-99.1% | $4,561-98.8% | $10,885-99.5% |