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 | $23,573 | $77,899-69.7% | $149,673-84.3% | $75,163-68.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 24.68% | 31.72%-7.0pp | 134.42%-109.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,709 | $3,137-45.5% | $4,818-64.5% | $2,670-36.0% |
| Participant deferral / active EE | $3,737 | $3,411+9.6% | $5,680-34.2% | $4,125-9.4% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |