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 | $46,837 | $135,952-65.5% | $123,892-62.2% | $273,961-82.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.02% | 56.63%-39.6pp | 47.52%-30.5pp | 41.45%-24.4pp |
| Employer contribution / active EE | $11,265 | $5,170+117.9% | $4,617+144.0% | $4,869+131.4% |
| Participant deferral / active EE | $7,808 | $6,343+23.1% | $5,984+30.5% | $5,287+47.7% |
| Admin fee / account holder | $178 | $9,817-98.2% | $8,357-97.9% | $10,132-98.2% |