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 | $27,026 | $96,484-72.0% | $75,886-64.4% | $152,861-82.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.95% | 33.98%-18.0pp | 30.76%-14.8pp | 345.32%-329.4pp |
| Employer contribution / active EE | $7,321 | $3,309+121.2% | $2,500+192.8% | $4,762+53.7% |
| Participant deferral / active EE | $1,385 | $4,553-69.6% | $3,603-61.6% | $5,850-76.3% |
| Admin fee / account holder | $24 | $8,078-99.7% | $5,418-99.6% | $11,596-99.8% |