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 8-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 | $24,677 | $90,503-72.7% | $78,689-68.6% | $273,961-91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.19% | 75.60%-72.4pp | 62.18%-59.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $2,167 | $3,176-31.8% | $2,851-24.0% | $4,869-55.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $90 | $5,263-98.3% | $4,510-98.0% | $10,132-99.1% |