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 | $32,211 | $112,881-71.5% | $90,951-64.6% | $158,922-79.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 19.68% | 215.79%-196.1pp | 134.60%-114.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $11,287 | $2,893+290.1% | $2,122+431.9% | $4,761+137.1% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $176 | $8,041-97.8% | $5,959-97.1% | $11,246-98.4% |