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 6-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 | $27,230 | $100,773-73.0% | $88,946-69.4% | $142,382-80.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.32% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,843 | $2,918+31.7% | $2,555+50.4% | $4,299-10.6% |
| Participant deferral / active EE | $5,671 | $5,230+8.4% | $4,581+23.8% | $6,507-12.9% |
| Admin fee / account holder | $285 | $9,693-97.1% | $8,261-96.5% | $12,624-97.7% |