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 | $46,499 | $198,466-76.6% | $170,442-72.7% | $147,584-68.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.78% | 257.29%-240.5pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $3,488 | $6,184-43.6% | $5,433-35.8% | $4,876-28.5% |
| Participant deferral / active EE | $3,303 | $5,629-41.3% | $4,939-33.1% | $5,439-39.3% |
| Admin fee / account holder | $101 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |