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 | $44,501 | $77,419-42.5% | $69,455-35.9% | $152,861-70.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.28% | 39.06%-17.8pp | 28.97%-7.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $4,203 | $3,315+26.8% | $2,779+51.2% | $4,762-11.7% |
| Participant deferral / active EE | $7,226 | $4,414+63.7% | $3,535+104.4% | $5,850+23.5% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |