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 | $43,546 | $77,899-44.1% | $149,673-70.9% | $75,163-42.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.33% | 31.72%-6.4pp | 134.42%-109.1pp | 160.62%-135.3pp |
| Employer contribution / active EE | $2,242 | $3,137-28.5% | $4,818-53.5% | $2,670-16.0% |
| Participant deferral / active EE | $4,448 | $3,411+30.4% | $5,680-21.7% | $4,125+7.8% |
| Admin fee / account holder | $232 | $5,956-96.1% | $13,210-98.2% | $5,651-95.9% |