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 | $45,262 | $133,922-66.2% | $116,228-61.1% | $142,382-68.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.39% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,139 | $3,446-37.9% | $2,994-28.6% | $4,299-50.2% |
| Participant deferral / active EE | $8,755 | $5,672+54.4% | $4,953+76.8% | $6,507+34.5% |
| Admin fee / account holder | $19 | $14,945-99.9% | $11,989-99.8% | $12,624-99.9% |