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 | $51,237 | $115,770-55.7% | $101,248-49.4% | $158,922-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.62% | 56.14%-40.5pp | 46.47%-30.9pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,758 | $4,175-57.9% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $2,185 | $4,957-55.9% | $4,370-50.0% | $5,982-63.5% |
| Admin fee / account holder | $84 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |