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 8-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 | $18,708 | $54,762-65.8% | $90,281-79.3% | $72,985-74.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.15% | 30.63%-5.5pp | 78.10%-52.9pp | 81.00%-55.9pp |
| Employer contribution / active EE | $2,527 | $2,092+20.7% | $2,854-11.5% | $2,440+3.6% |
| Participant deferral / active EE | $3,553 | $2,887+23.1% | $3,885-8.6% | $3,607-1.5% |
| Admin fee / account holder | $277 | $3,972-93.0% | $5,351-94.8% | $5,124-94.6% |