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 | $26,241 | $45,035-41.7% | $62,995-58.3% | $70,131-62.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 23.50% | 18.76%+4.7pp | 87.57%-64.1pp | 73.14%-49.6pp |
| Employer contribution / active EE | $2,031 | $2,051-1.0% | $2,759-26.4% | $2,342-13.3% |
| Participant deferral / active EE | $3,838 | $2,465+55.7% | $3,329+15.3% | $3,332+15.2% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |