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 | $55,015 | $65,365-15.8% | $92,893-40.8% | $72,985-24.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.26% | 42.10%-20.8pp | 109.41%-88.2pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,967 | $2,594-24.2% | $3,653-46.1% | $2,440-19.4% |
| Participant deferral / active EE | $4,765 | $3,128+52.3% | $4,236+12.5% | $3,607+32.1% |
| Admin fee / account holder | $291 | $4,251-93.2% | $5,794-95.0% | $5,124-94.3% |