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 | $57,142 | $103,376-44.7% | $87,100-34.4% | $152,861-62.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 25.57% | 28.10%-2.5pp | 28.19%-2.6pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,101 | $3,220-34.8% | $2,521-16.7% | $4,762-55.9% |
| Participant deferral / active EE | $12,085 | $4,778+152.9% | $4,049+198.5% | $5,850+106.6% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |