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 4-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 | $25,556 | $95,561-73.3% | $77,163-66.9% | $139,434-81.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.47% | 54.92%-32.4pp | 37.87%-15.4pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,073 | $3,147-34.1% | $2,535-18.2% | $4,751-56.4% |
| Participant deferral / active EE | $12,783 | $4,624+176.5% | $3,833+233.5% | $6,710+90.5% |
| Admin fee / account holder | $130 | $8,295-98.4% | $5,472-97.6% | $11,403-98.9% |