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 | $26,379 | $99,341-73.4% | $84,750-68.9% | $273,961-90.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.83% | 22.93%-12.1pp | 22.78%-12.0pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,364 | $4,214-43.9% | $3,574-33.9% | $4,869-51.4% |
| Participant deferral / active EE | $7,675 | $4,269+79.8% | $3,712+106.8% | $5,287+45.2% |
| Admin fee / account holder | $167 | $6,644-97.5% | $5,332-96.9% | $10,132-98.4% |