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 | $24,851 | $104,251-76.2% | $91,001-72.7% | $147,584-83.2% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.6%+14.4pp | 82.8%+7.2pp |
| Annual return | 18.51% | 27.06%-8.6pp | 4.60%+13.9pp | 578.55%-560.0pp |
| Employer contribution / active EE | $7,511 | $3,116+141.1% | $2,456+205.9% | $4,876+54.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $145 | $8,948-98.4% | $5,417-97.3% | $10,885-98.7% |