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 7-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 | $48,676 | $115,882-58.0% | $100,516-51.6% | $158,922-69.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.84% | 34.79%-16.9pp | 30.89%-13.0pp | 302.83%-285.0pp |
| Employer contribution / active EE | $11,492 | $4,103+180.1% | $3,418+236.3% | $4,761+141.4% |
| Participant deferral / active EE | $5,006 | $6,674-25.0% | $6,270-20.2% | $5,982-16.3% |
| Admin fee / account holder | $6 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |