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 | $42,071 | $93,346-54.9% | $71,796-41.4% | $273,961-84.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.54% | 130.39%-127.8pp | 78.04%-75.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,097 | $2,733-59.9% | $1,924-43.0% | $4,869-77.5% |
| Participant deferral / active EE | $1,494 | $3,475-57.0% | $2,794-46.5% | $5,287-71.7% |
| Admin fee / account holder | $55 | $6,571-99.2% | $4,815-98.9% | $10,132-99.5% |