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 7-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 | $24,168 | $124,281-80.6% | $109,143-77.9% | $167,490-85.6% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 21.34% | 26.04%-4.7pp | 25.75%-4.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $13,543 | $4,207+221.9% | $3,722+263.9% | $4,837+180.0% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $115 | $7,970-98.6% | $6,752-98.3% | $12,309-99.1% |