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 | $45,802 | $108,172-57.7% | $77,482-40.9% | $158,922-71.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 14.96% | 31.67%-16.7pp | 54.79%-39.8pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,711 | $1,325+29.1% | $986+73.4% | $4,761-64.1% |
| Participant deferral / active EE | $3,867 | $2,456+57.4% | $1,861+107.8% | $5,982-35.4% |
| Admin fee / account holder | $272 | $3,708-92.7% | $2,858-90.5% | $11,246-97.6% |