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 | $25,553 | $77,419-67.0% | $69,455-63.2% | $152,861-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.98% | 39.06%-21.1pp | 28.97%-11.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,735 | $3,315-17.5% | $2,779-1.6% | $4,762-42.6% |
| Participant deferral / active EE | $1,440 | $4,414-67.4% | $3,535-59.3% | $5,850-75.4% |
| Admin fee / account holder | $158 | $6,207-97.5% | $3,839-95.9% | $11,596-98.6% |