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 | $26,176 | $35,183-25.6% | $73,545-64.4% | $70,131-62.7% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 14.74% | 26.90%-12.2pp | -15.16%+29.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,795 | $709+435.5% | $1,219+211.3% | $2,342+62.0% |
| Participant deferral / active EE | $1,833 | $1,220+50.2% | $1,806+1.5% | $3,332-45.0% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |