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 | $47,706 | $95,561-50.1% | $77,163-38.2% | $139,434-65.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.43% | 54.92%-28.5pp | 37.87%-11.4pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,356 | $3,147-56.9% | $2,535-46.5% | $4,751-71.4% |
| Participant deferral / active EE | $2,244 | $4,624-51.5% | $3,833-41.4% | $6,710-66.6% |
| Admin fee / account holder | $120 | $8,295-98.6% | $5,472-97.8% | $11,403-98.9% |