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 | $48,575 | $114,381-57.5% | $107,525-54.8% | $142,382-65.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.87% | 242.71%-213.8pp | 181.32%-152.4pp | 217.08%-188.2pp |
| Employer contribution / active EE | $4,814 | $4,015+19.9% | $3,754+28.3% | $4,299+12.0% |
| Participant deferral / active EE | $11,086 | $5,564+99.2% | $5,116+116.7% | $6,507+70.4% |
| Admin fee / account holder | $178 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |