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 | $34,222 | $116,175-70.5% | $93,606-63.4% | $152,861-77.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.88% | 35.96%-14.1pp | 32.76%-10.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,485 | $3,218-53.9% | $2,718-45.4% | $4,762-68.8% |
| Participant deferral / active EE | $3,345 | $4,603-27.3% | $4,069-17.8% | $5,850-42.8% |
| Admin fee / account holder | $48 | $10,748-99.6% | $7,888-99.4% | $11,596-99.6% |