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 | $52,526 | $152,587-65.6% | $125,175-58.0% | $152,861-65.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.78% | 54.84%-36.1pp | 43.79%-25.0pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,333 | $4,946-52.8% | $3,865-39.7% | $4,762-51.0% |
| Participant deferral / active EE | $6,121 | $5,868+4.3% | $4,937+24.0% | $5,850+4.6% |
| Admin fee / account holder | $161 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |