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 | $23,122 | $52,580-56.0% | $71,671-67.7% | $70,131-67.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.80% | 20.25%-3.5pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,620 | $1,616+247.8% | $2,460+128.5% | $2,342+139.9% |
| Participant deferral / active EE | $3,695 | $2,386+54.9% | $3,438+7.5% | $3,332+10.9% |
| Admin fee / account holder | $265 | $3,653-92.7% | $5,558-95.2% | $4,645-94.3% |