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 | $26,109 | $89,355-70.8% | $141,162-81.5% | $72,985-64.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.68% | 111.85%-86.2pp | 71.39%-45.7pp | 81.00%-55.3pp |
| Employer contribution / active EE | $3,351 | $3,114+7.6% | $4,735-29.2% | $2,440+37.4% |
| Participant deferral / active EE | $3,269 | $5,418-39.7% | $6,709-51.3% | $3,607-9.4% |
| Admin fee / account holder | $139 | $5,958-97.7% | $10,261-98.6% | $5,124-97.3% |