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 | $33,289 | $72,492-54.1% | $87,100-61.8% | $72,985-54.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.46% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $3,560 | $1,894+88.0% | $2,521+41.2% | $2,440+45.9% |
| Participant deferral / active EE | $2,347 | $3,270-28.2% | $4,049-42.0% | $3,607-34.9% |
| Admin fee / account holder | $262 | $5,055-94.8% | $7,497-96.5% | $5,124-94.9% |