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 | $42,372 | $109,817-61.4% | $98,442-57.0% | $167,490-74.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.41% | 1956.69%-1941.3pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,947 | $3,224-8.6% | $2,960-0.4% | $4,837-39.1% |
| Participant deferral / active EE | $3,368 | $4,673-27.9% | $4,276-21.2% | $6,341-46.9% |
| Admin fee / account holder | $285 | $6,753-95.8% | $5,949-95.2% | $12,309-97.7% |