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 | $46,243 | $118,680-61.0% | $98,907-53.2% | $158,922-70.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.39% | 372.35%-358.0pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $949 | $3,333-71.5% | $2,689-64.7% | $4,761-80.1% |
| Participant deferral / active EE | $2,811 | $5,088-44.8% | $4,244-33.8% | $5,982-53.0% |
| Admin fee / account holder | $171 | $10,131-98.3% | $6,642-97.4% | $11,246-98.5% |