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 | $42,663 | $176,377-75.8% | $134,143-68.2% | $158,922-73.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.86% | 63.63%-43.8pp | 36.33%-16.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,182 | $5,040-76.6% | $3,704-68.1% | $4,761-75.2% |
| Participant deferral / active EE | $5,201 | $4,091+27.1% | $3,499+48.7% | $5,982-13.1% |
| Admin fee / account holder | $9 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |