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 | $22,561 | $104,251-78.4% | $91,001-75.2% | $147,584-84.7% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 16.43% | 27.06%-10.6pp | 4.60%+11.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,759 | $4,195-58.1% | $3,547-50.4% | $5,439-67.6% |
| Admin fee / account holder | $154 | $8,948-98.3% | $5,417-97.2% | $10,885-98.6% |