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 | $42,072 | $98,240-57.2% | $82,313-48.9% | $147,584-71.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.60% | 30.85%-14.3pp | 25.88%-9.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,806 | $3,192-12.1% | $2,428+15.6% | $4,876-42.4% |
| Participant deferral / active EE | $1,732 | $4,383-60.5% | $3,706-53.3% | $5,439-68.2% |
| Admin fee / account holder | $250 | $8,563-97.1% | $5,608-95.6% | $10,885-97.7% |