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 | $50,463 | $109,327-53.8% | $89,391-43.5% | $158,922-68.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.75% | 345.68%-333.9pp | 245.62%-233.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,775 | $3,170-44.0% | $2,586-31.4% | $4,761-62.7% |
| Participant deferral / active EE | $6,237 | $4,598+35.6% | $3,890+60.3% | $5,982+4.3% |
| Admin fee / account holder | $227 | $6,153-96.3% | $4,881-95.3% | $11,246-98.0% |