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 | $50,646 | $163,101-68.9% | $136,749-63.0% | $142,382-64.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.31% | 27.54%-10.2pp | 24.33%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,348 | $4,117-67.3% | $3,400-60.3% | $4,299-68.6% |
| Participant deferral / active EE | $9,055 | $5,585+62.1% | $4,692+93.0% | $6,507+39.1% |
| Admin fee / account holder | $62 | $14,318-99.6% | $11,386-99.5% | $12,624-99.5% |