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 | $54,518 | $107,015-49.1% | $73,545-25.9% | $147,584-63.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 24.58% | 38.25%-13.7pp | -15.16%+39.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $7,693 | $1,760+337.1% | $1,219+531.1% | $4,876+57.8% |
| Participant deferral / active EE | $3,733 | $2,462+51.7% | $1,806+106.7% | $5,439-31.4% |
| Admin fee / account holder | $9 | $3,055-99.7% | $2,320-99.6% | $10,885-99.9% |