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 | $26,631 | $100,901-73.6% | $75,670-64.8% | $147,584-82.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 17.50% | 35.78%-18.3pp | 27.34%-9.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,498 | $3,253+7.5% | $2,352+48.7% | $4,876-28.3% |
| Participant deferral / active EE | $2,802 | $4,027-30.4% | $3,142-10.8% | $5,439-48.5% |
| Admin fee / account holder | $209 | $11,285-98.2% | $5,800-96.4% | $10,885-98.1% |