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 | $26,040 | $48,795-46.6% | $65,493-60.2% | $84,808-69.3% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 15.67% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,176 | $1,930+12.8% | $2,574-15.5% | $2,631-17.3% |
| Participant deferral / active EE | $3,574 | $2,928+22.0% | $3,961-9.8% | $4,212-15.1% |
| Admin fee / account holder | $61 | $3,877-98.4% | $5,028-98.8% | $7,344-99.2% |