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 3-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 | $23,252 | $95,266-75.6% | $82,389-71.8% | $142,382-83.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.06% | 25.74%-3.7pp | 28.67%-6.6pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,809 | $2,991-6.1% | $2,517+11.6% | $4,299-34.7% |
| Participant deferral / active EE | $8,478 | $4,809+76.3% | $4,155+104.1% | $6,507+30.3% |
| Admin fee / account holder | $102 | $8,563-98.8% | $7,231-98.6% | $12,624-99.2% |