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 | $24,975 | $106,584-76.6% | $101,326-75.4% | $142,382-82.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.25% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,079 | $3,956-22.2% | $3,665-16.0% | $4,299-28.4% |
| Participant deferral / active EE | $6,630 | $8,297-20.1% | $7,994-17.1% | $6,507+1.9% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |