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 | $44,178 | $81,248-45.6% | $155,509-71.6% | $80,856-45.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.30% | 33.31%-15.0pp | 64.67%-46.4pp | 35.59%-17.3pp |
| Employer contribution / active EE | $880 | $3,100-71.6% | $4,672-81.2% | $2,755-68.0% |
| Participant deferral / active EE | $1,869 | $3,452-45.9% | $5,626-66.8% | $4,296-56.5% |
| Admin fee / account holder | $145 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |