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 | $25,109 | $140,578-82.1% | $100,671-75.1% | $125,391-80.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.58% | 24.67%-24.1pp | 20.43%-19.8pp | 282.22%-281.6pp |
| Employer contribution / active EE | $5,703 | $5,965-4.4% | $4,012+42.1% | $4,866+17.2% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $106 | $6,716-98.4% | $4,850-97.8% | $9,540-98.9% |