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 | $48,363 | $171,164-71.7% | $127,761-62.1% | $152,861-68.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 19.38% | 23.54%-4.2pp | 26.14%-6.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,087 | $5,447-61.7% | $4,574-54.4% | $4,762-56.2% |
| Participant deferral / active EE | $8,463 | $7,038+20.2% | $6,021+40.5% | $5,850+44.7% |
| Admin fee / account holder | $17 | $14,530-99.9% | $9,395-99.8% | $11,596-99.9% |