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 | $46,036 | $70,428-34.6% | $96,562-52.3% | $85,850-46.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 26.05% | 18.59%+7.5pp | 37.78%-11.7pp | 318.53%-292.5pp |
| Employer contribution / active EE | $1,236 | $1,413-12.5% | $2,356-47.5% | $2,565-51.8% |
| Participant deferral / active EE | $1,850 | $2,894-36.1% | $3,849-51.9% | $3,952-53.2% |
| Admin fee / account holder | $44 | $4,997-99.1% | $6,181-99.3% | $6,260-99.3% |