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 | $46,380 | $103,949-55.4% | $69,182-33.0% | $273,961-83.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.84% | 35.28%-30.4pp | -21.93%+26.8pp | 41.45%-36.6pp |
| Employer contribution / active EE | $5,370 | $1,783+201.2% | $1,206+345.2% | $4,869+10.3% |
| Participant deferral / active EE | $1,052 | $2,716-61.3% | $1,897-44.6% | $5,287-80.1% |
| Admin fee / account holder | $23 | $3,671-99.4% | $2,697-99.1% | $10,132-99.8% |