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 | $78,604 | $110,257-28.7% | $96,544-18.6% | $139,434-43.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 26.44% | 26.32%+0.1pp | 25.84%+0.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,977 | $3,620-45.4% | $2,965-33.3% | $4,751-58.4% |
| Participant deferral / active EE | $1,977 | $5,548-64.4% | $4,851-59.3% | $6,710-70.5% |
| Admin fee / account holder | $60 | $11,591-99.5% | $8,252-99.3% | $11,403-99.5% |