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 | $38,468 | $106,584-63.9% | $101,326-62.0% | $142,382-73.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.95% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,361 | $3,956-40.3% | $3,665-35.6% | $4,299-45.1% |
| Participant deferral / active EE | $2,264 | $8,297-72.7% | $7,994-71.7% | $6,507-65.2% |
| Admin fee / account holder | $29 | $11,446-99.7% | $11,185-99.7% | $12,624-99.8% |