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 | $54,496 | $112,096-51.4% | $95,952-43.2% | $158,922-65.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.03% | 171.09%-146.1pp | 91.61%-66.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $929 | $3,198-71.0% | $2,541-63.5% | $4,761-80.5% |
| Participant deferral / active EE | $3,065 | $4,784-35.9% | $4,167-26.4% | $5,982-48.8% |
| Admin fee / account holder | $141 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |