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 7-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 | $25,093 | $81,632-69.3% | $70,449-64.4% | $158,922-84.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.37% | 208.40%-182.0pp | 109.03%-82.7pp | 302.83%-276.5pp |
| Employer contribution / active EE | $11,264 | $3,217+250.1% | $2,737+311.6% | $4,761+136.6% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $73 | $6,193-98.8% | $3,845-98.1% | $11,246-99.3% |