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 | $25,347 | $108,172-76.6% | $77,482-67.3% | $158,922-84.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.19% | 31.67%-19.5pp | 54.79%-42.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,076 | $1,325-18.8% | $986+9.1% | $4,761-77.4% |
| Participant deferral / active EE | $1,680 | $2,456-31.6% | $1,861-9.7% | $5,982-71.9% |
| Admin fee / account holder | $271 | $3,708-92.7% | $2,858-90.5% | $11,246-97.6% |