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 | $44,385 | $71,050-37.5% | $93,606-52.6% | $80,856-45.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.53% | 11.26%+3.3pp | 133.20%-118.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,976 | $1,564+26.3% | $2,420-18.4% | $2,755-28.3% |
| Participant deferral / active EE | $1,936 | $4,034-52.0% | $4,411-56.1% | $4,296-54.9% |
| Admin fee / account holder | $251 | $6,945-96.4% | $8,285-97.0% | $6,918-96.4% |