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 | $36,677 | $90,503-59.5% | $78,689-53.4% | $273,961-86.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.57% | 75.60%-67.0pp | 62.18%-53.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,573 | $3,176+44.0% | $2,851+60.4% | $4,869-6.1% |
| Participant deferral / active EE | $1,214 | $3,901-68.9% | $3,517-65.5% | $5,287-77.0% |
| Admin fee / account holder | $52 | $5,263-99.0% | $4,510-98.8% | $10,132-99.5% |