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 | $25,374 | $85,766-70.4% | $136,294-81.4% | $70,131-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.65% | 31.45%+2.2pp | 5155.94%-5122.3pp | 73.14%-39.5pp |
| Employer contribution / active EE | $2,396 | $2,966-19.2% | $4,695-49.0% | $2,342+2.3% |
| Participant deferral / active EE | $4,005 | $5,051-20.7% | $6,247-35.9% | $3,332+20.2% |
| Admin fee / account holder | $110 | $5,420-98.0% | $9,243-98.8% | $4,645-97.6% |