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 | $49,193 | $109,817-55.2% | $98,442-50.0% | $167,490-70.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.76% | 1956.69%-1928.9pp | 1492.73%-1465.0pp | 478.56%-450.8pp |
| Employer contribution / active EE | $1,798 | $3,224-44.2% | $2,960-39.3% | $4,837-62.8% |
| Participant deferral / active EE | $1,896 | $4,673-59.4% | $4,276-55.7% | $6,341-70.1% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |