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 | $23,094 | $117,983-80.4% | $101,794-77.3% | $142,382-83.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.56% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,193 | $2,773-57.0% | $2,289-47.9% | $4,299-72.3% |
| Participant deferral / active EE | $2,042 | $4,714-56.7% | $4,084-50.0% | $6,507-68.6% |
| Admin fee / account holder | $227 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |