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 | $49,390 | $115,770-57.3% | $101,248-51.2% | $158,922-68.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.63% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,213 | $4,175-71.0% | $3,660-66.9% | $4,761-74.5% |
| Participant deferral / active EE | $9,349 | $4,957+88.6% | $4,370+113.9% | $5,982+56.3% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |