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 | $45,829 | $127,386-64.0% | $115,037-60.2% | $125,391-63.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.88% | 31.28%-30.4pp | 26.14%-25.3pp | 282.22%-281.3pp |
| Employer contribution / active EE | $2,854 | $5,166-44.8% | $4,608-38.1% | $4,866-41.3% |
| Participant deferral / active EE | $6,512 | $6,423+1.4% | $6,026+8.1% | $5,352+21.7% |
| Admin fee / account holder | $236 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |