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 | $47,322 | $104,251-54.6% | $91,001-48.0% | $147,584-67.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.19% | 27.06%-16.9pp | 4.60%+5.6pp | 578.55%-568.4pp |
| Employer contribution / active EE | $7,529 | $3,116+141.7% | $2,456+206.6% | $4,876+54.4% |
| Participant deferral / active EE | $5,059 | $4,195+20.6% | $3,547+42.6% | $5,439-7.0% |
| Admin fee / account holder | $29 | $8,948-99.7% | $5,417-99.5% | $10,885-99.7% |