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 | $33,556 | $114,381-70.7% | $107,525-68.8% | $142,382-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.84% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,486 | $4,015-63.0% | $3,754-60.4% | $4,299-65.4% |
| Participant deferral / active EE | $3,506 | $5,564-37.0% | $5,116-31.5% | $6,507-46.1% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |