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 | $26,189 | $98,240-73.3% | $82,313-68.2% | $147,584-82.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 31.74% | 30.85%+0.9pp | 25.88%+5.9pp | 578.55%-546.8pp |
| Employer contribution / active EE | $4,846 | $3,192+51.8% | $2,428+99.6% | $4,876-0.6% |
| Participant deferral / active EE | $2,831 | $4,383-35.4% | $3,706-23.6% | $5,439-48.0% |
| Admin fee / account holder | $293 | $8,563-96.6% | $5,608-94.8% | $10,885-97.3% |