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 | $43,860 | $106,890-59.0% | $84,015-47.8% | $152,861-71.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 29.99% | 104.99%-75.0pp | 71.31%-41.3pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,059 | $2,734-24.7% | $1,983+3.8% | $4,762-56.8% |
| Participant deferral / active EE | $3,611 | $4,011-10.0% | $3,239+11.5% | $5,850-38.3% |
| Admin fee / account holder | $175 | $8,285-97.9% | $6,101-97.1% | $11,596-98.5% |