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 | $25,495 | $96,484-73.6% | $75,886-66.4% | $152,861-83.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 26.31% | 33.98%-7.7pp | 30.76%-4.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,402 | $3,309+2.8% | $2,500+36.1% | $4,762-28.6% |
| Participant deferral / active EE | $3,480 | $4,553-23.6% | $3,603-3.4% | $5,850-40.5% |
| Admin fee / account holder | $285 | $8,078-96.5% | $5,418-94.7% | $11,596-97.5% |