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 | $27,827 | $117,841-76.4% | $102,423-72.8% | $145,922-80.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.09% | 31.65%-17.6pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,236 | $3,615-10.5% | $3,023+7.0% | $4,660-30.5% |
| Participant deferral / active EE | $5,297 | $5,731-7.6% | $5,053+4.8% | $6,688-20.8% |
| Admin fee / account holder | $119 | $13,326-99.1% | $9,451-98.7% | $13,397-99.1% |