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 | $45,268 | $88,751-49.0% | $81,812-44.7% | $145,922-69.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 12.53% | 1025.40%-1012.9pp | 773.79%-761.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $550 | $3,083-82.2% | $2,912-81.1% | $4,660-88.2% |
| Participant deferral / active EE | $2,807 | $4,643-39.5% | $4,319-35.0% | $6,688-58.0% |
| Admin fee / account holder | $126 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |