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 | $55,321 | $104,664-47.1% | $85,682-35.4% | $167,490-67.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.06% | 21.45%-5.4pp | 21.49%-5.4pp | 478.56%-462.5pp |
| Employer contribution / active EE | $472 | $3,337-85.9% | $2,618-82.0% | $4,837-90.2% |
| Participant deferral / active EE | $2,072 | $4,824-57.0% | $3,923-47.2% | $6,341-67.3% |
| Admin fee / account holder | $83 | $10,032-99.2% | $6,873-98.8% | $12,309-99.3% |