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 | $44,411 | $198,466-77.6% | $170,442-73.9% | $147,584-69.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.05% | 257.29%-235.2pp | 205.93%-183.9pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,862 | $6,184-69.9% | $5,433-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $2,667 | $5,629-52.6% | $4,939-46.0% | $5,439-51.0% |
| Admin fee / account holder | $35 | $16,852-99.8% | $13,880-99.7% | $10,885-99.7% |