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 | $15,751 | $101,069-84.4% | $81,478-80.7% | $147,584-89.3% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 27.27% | 32.40%-5.1pp | 38.78%-11.5pp | 578.55%-551.3pp |
| Employer contribution / active EE | $2,157 | $3,205-32.7% | $2,568-16.0% | $4,876-55.8% |
| Participant deferral / active EE | $8,003 | $4,242+88.7% | $3,537+126.3% | $5,439+47.2% |
| Admin fee / account holder | $217 | $5,812-96.3% | $4,561-95.2% | $10,885-98.0% |