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 | $27,261 | $77,419-64.8% | $69,455-60.8% | $152,861-82.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.79% | 39.06%-20.3pp | 28.97%-10.2pp | 345.32%-326.5pp |
| Employer contribution / active EE | $4,103 | $3,315+23.8% | $2,779+47.7% | $4,762-13.8% |
| Participant deferral / active EE | $7,802 | $4,414+76.8% | $3,535+120.7% | $5,850+33.4% |
| Admin fee / account holder | $49 | $6,207-99.2% | $3,839-98.7% | $11,596-99.6% |