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 | $55,936 | $179,726-68.9% | $156,263-64.2% | $142,382-60.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.22% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,206 | $5,069-56.5% | $4,333-49.1% | $4,299-48.7% |
| Participant deferral / active EE | $2,879 | $6,956-58.6% | $6,158-53.3% | $6,507-55.8% |
| Admin fee / account holder | $49 | $17,272-99.7% | $14,255-99.7% | $12,624-99.6% |