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 | $55,737 | $93,346-40.3% | $71,796-22.4% | $273,961-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.14% | 130.39%-126.2pp | 78.04%-73.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,574 | $2,733-42.4% | $1,924-18.2% | $4,869-67.7% |
| Participant deferral / active EE | $9,515 | $3,475+173.8% | $2,794+240.5% | $5,287+80.0% |
| Admin fee / account holder | $122 | $6,571-98.1% | $4,815-97.5% | $10,132-98.8% |