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 | $25,054 | $113,935-78.0% | $94,224-73.4% | $125,391-80.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 7.67% | 5.29%+2.4pp | 10.68%-3.0pp | 282.22%-274.6pp |
| Employer contribution / active EE | $1,396 | $4,727-70.5% | $3,587-61.1% | $4,866-71.3% |
| Participant deferral / active EE | $9,078 | $5,179+75.3% | $4,320+110.1% | $5,352+69.6% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |