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 | $43,067 | $90,503-52.4% | $78,689-45.3% | $273,961-84.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.53% | 75.60%-63.1pp | 62.18%-49.6pp | 41.45%-28.9pp |
| Employer contribution / active EE | $4,178 | $3,176+31.6% | $2,851+46.6% | $4,869-14.2% |
| Participant deferral / active EE | $4,586 | $3,901+17.5% | $3,517+30.4% | $5,287-13.3% |
| Admin fee / account holder | $190 | $5,263-96.4% | $4,510-95.8% | $10,132-98.1% |