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 | $49,830 | $90,600-45.0% | $79,464-37.3% | $135,375-63.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 7.91% | 977.43%-969.5pp | 718.14%-710.2pp | 519.73%-511.8pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,009 | $4,050-75.1% | $3,704-72.7% | $5,609-82.0% |
| Admin fee / account holder | $78 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |