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 | $55,160 | $98,240-43.9% | $82,313-33.0% | $147,584-62.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.49% | 30.85%-13.4pp | 25.88%-8.4pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,484 | $3,192-53.5% | $2,428-38.9% | $4,876-69.6% |
| Participant deferral / active EE | $2,162 | $4,383-50.7% | $3,706-41.7% | $5,439-60.2% |
| Admin fee / account holder | $39 | $8,563-99.5% | $5,608-99.3% | $10,885-99.6% |