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 | $47,658 | $91,190-47.7% | $178,490-73.3% | $79,858-40.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.76% | 24.19%-5.4pp | 151.07%-132.3pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,077 | $3,256-36.2% | $5,011-58.6% | $2,471-15.9% |
| Participant deferral / active EE | $3,717 | $3,236+14.9% | $5,202-28.5% | $3,740-0.6% |
| Admin fee / account holder | $189 | $6,751-97.2% | $13,984-98.7% | $5,306-96.4% |