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 | $23,084 | $90,503-74.5% | $78,689-70.7% | $273,961-91.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.78% | 75.60%-66.8pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $3,464 | $3,176+9.1% | $2,851+21.5% | $4,869-28.9% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $231 | $5,263-95.6% | $4,510-94.9% | $10,132-97.7% |