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 | $44,700 | $167,307-73.3% | $143,757-68.9% | $134,475-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.41% | 0.46%+1.0pp | -0.04%+1.5pp | 417.96%-416.6pp |
| Employer contribution / active EE | $1,464 | $5,619-74.0% | $4,951-70.4% | $4,740-69.1% |
| Participant deferral / active EE | $2,506 | $6,446-61.1% | $5,637-55.5% | $6,400-60.8% |
| Admin fee / account holder | $40 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |