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 | $39,194 | $198,466-80.3% | $170,442-77.0% | $147,584-73.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.39% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,796 | $6,184-71.0% | $5,433-66.9% | $4,876-63.2% |
| Participant deferral / active EE | $4,203 | $5,629-25.3% | $4,939-14.9% | $5,439-22.7% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |