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 | $38,561 | $74,888-48.5% | $71,209-45.8% | $142,382-72.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.97% | 345.14%-327.2pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $6,023 | $2,854+111.0% | $2,721+121.4% | $4,299+40.1% |
| Participant deferral / active EE | $4,567 | $4,454+2.5% | $4,175+9.4% | $6,507-29.8% |
| Admin fee / account holder | $108 | $5,568-98.1% | $5,349-98.0% | $12,624-99.1% |