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 | $25,062 | $78,672-68.1% | $109,143-77.0% | $85,850-70.8% |
| Participation rate | 82.5% | 68.3%+14.3pp | 75.9%+6.7pp | 69.3%+13.2pp |
| Annual return | 11.35% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $101 | $5,469-98.2% | $6,752-98.5% | $6,260-98.4% |