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 | $46,920 | $127,386-63.2% | $115,037-59.2% | $125,391-62.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.10% | 31.28%-30.2pp | 26.14%-25.0pp | 282.22%-281.1pp |
| Employer contribution / active EE | $2,579 | $5,166-50.1% | $4,608-44.0% | $4,866-47.0% |
| Participant deferral / active EE | $3,404 | $6,423-47.0% | $6,026-43.5% | $5,352-36.4% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |