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 | $42,966 | $103,376-58.4% | $87,100-50.7% | $152,861-71.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.39% | 28.10%-7.7pp | 28.19%-7.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,415 | $3,220-56.0% | $2,521-43.9% | $4,762-70.3% |
| Participant deferral / active EE | $9,071 | $4,778+89.9% | $4,049+124.1% | $5,850+55.1% |
| Admin fee / account holder | $4 | $12,205-100.0% | $7,497-99.9% | $11,596-100.0% |