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 | $28,895 | $77,634-62.8% | $156,549-81.5% | $62,891-54.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.68% | 50.32%-43.6pp | 32.23%-25.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,457 | $3,444+29.4% | $5,501-19.0% | $2,281+95.4% |
| Participant deferral / active EE | $2,497 | $3,045-18.0% | $4,871-48.7% | $3,203-22.1% |
| Admin fee / account holder | $194 | $5,561-96.5% | $13,027-98.5% | $4,296-95.5% |