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 | $47,308 | $117,381-59.7% | $99,443-52.4% | $152,861-69.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.88% | 31.87%-6.0pp | 30.72%-4.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,143 | $3,013-28.9% | $2,540-15.6% | $4,762-55.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,850-100.0% |
| Admin fee / account holder | $225 | $7,631-97.1% | $6,250-96.4% | $11,596-98.1% |