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 | $26,727 | $159,602-83.3% | $150,045-82.2% | $142,382-81.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.89% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,178 | $4,961-76.3% | $4,693-74.9% | $4,299-72.6% |
| Participant deferral / active EE | $2,759 | $8,310-66.8% | $7,997-65.5% | $6,507-57.6% |
| Admin fee / account holder | $211 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |