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 | $50,912 | $98,240-48.2% | $82,313-38.1% | $147,584-65.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.15% | 30.85%-6.7pp | 25.88%-1.7pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,048 | $3,192-35.8% | $2,428-15.7% | $4,876-58.0% |
| Participant deferral / active EE | $24,000 | $4,383+447.5% | $3,706+547.6% | $5,439+341.3% |
| Admin fee / account holder | $80 | $8,563-99.1% | $5,608-98.6% | $10,885-99.3% |