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 | $21,233 | $105,859-79.9% | $90,160-76.4% | $147,584-85.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.03% | 37.63%-19.6pp | 34.88%-16.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $5,704 | $4,126+38.3% | $3,318+71.9% | $4,876+17.0% |
| Participant deferral / active EE | $6,046 | $5,733+5.5% | $5,288+14.3% | $5,439+11.2% |
| Admin fee / account holder | $123 | $8,046-98.5% | $5,943-97.9% | $10,885-98.9% |