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 | $73,449 | $97,044-24.3% | $83,333-11.9% | $135,375-45.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.15% | 12.31%-9.2pp | 10.63%-7.5pp | 519.73%-516.6pp |
| Employer contribution / active EE | $8,550 | $4,143+106.4% | $3,379+153.1% | $4,779+78.9% |
| Participant deferral / active EE | $8,550 | $5,964+43.3% | $5,565+53.6% | $5,609+52.4% |
| Admin fee / account holder | $24 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |