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 | $41,274 | $98,240-58.0% | $82,313-49.9% | $147,584-72.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.10% | 30.85%-12.8pp | 25.88%-7.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $1,716 | $3,192-46.2% | $2,428-29.3% | $4,876-64.8% |
| Participant deferral / active EE | $4,505 | $4,383+2.8% | $3,706+21.5% | $5,439-17.2% |
| Admin fee / account holder | $156 | $8,563-98.2% | $5,608-97.2% | $10,885-98.6% |