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 | $54,338 | $176,377-69.2% | $134,143-59.5% | $158,922-65.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.30% | 63.63%-46.3pp | 36.33%-19.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,068 | $5,040-78.8% | $3,704-71.2% | $4,761-77.6% |
| Participant deferral / active EE | $1,272 | $4,091-68.9% | $3,499-63.6% | $5,982-78.7% |
| Admin fee / account holder | $244 | $8,718-97.2% | $6,684-96.3% | $11,246-97.8% |