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 | $20,965 | $88,707-76.4% | $74,183-71.7% | $273,961-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.25% | 11.94%+3.3pp | 17.74%-2.5pp | 41.45%-26.2pp |
| Employer contribution / active EE | $2,424 | $3,159-23.3% | $2,370+2.3% | $4,869-50.2% |
| Participant deferral / active EE | $10,585 | $4,212+151.3% | $3,550+198.2% | $5,287+100.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |