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 | $26,407 | $117,381-77.5% | $99,443-73.4% | $152,861-82.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.28% | 31.87%-12.6pp | 30.72%-11.4pp | 345.32%-326.0pp |
| Employer contribution / active EE | $2,302 | $3,013-23.6% | $2,540-9.4% | $4,762-51.7% |
| Participant deferral / active EE | $1,690 | $4,086-58.6% | $3,619-53.3% | $5,850-71.1% |
| Admin fee / account holder | $200 | $7,631-97.4% | $6,250-96.8% | $11,596-98.3% |