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 8-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 | $57,761 | $127,386-54.7% | $115,037-49.8% | $125,391-53.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.15% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,519 | $5,166-70.6% | $4,608-67.0% | $4,866-68.8% |
| Participant deferral / active EE | $5,694 | $6,423-11.4% | $6,026-5.5% | $5,352+6.4% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |