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 | $46,560 | $69,518-33.0% | $59,878-22.2% | $135,375-65.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.19% | 7.94%+2.2pp | 3.46%+6.7pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,899 | $3,235-10.4% | $2,722+6.5% | $4,779-39.3% |
| Participant deferral / active EE | $5,203 | $4,206+23.7% | $3,402+52.9% | $5,609-7.2% |
| Admin fee / account holder | $6 | $5,734-99.9% | $3,590-99.8% | $10,827-99.9% |