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 | $22,033 | $65,685-66.5% | $57,179-61.5% | $273,961-92.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 12.27% | 21.99%-9.7pp | 14.59%-2.3pp | 41.45%-29.2pp |
| Employer contribution / active EE | $4,766 | $3,279+45.4% | $2,682+77.7% | $4,869-2.1% |
| Participant deferral / active EE | $5,153 | $3,782+36.3% | $3,096+66.4% | $5,287-2.5% |
| Admin fee / account holder | $13 | $4,835-99.7% | $3,139-99.6% | $10,132-99.9% |