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 | $47,628 | $76,312-37.6% | $67,221-29.1% | $158,922-70.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.60% | 22.77%-7.2pp | 20.72%-5.1pp | 302.83%-287.2pp |
| Employer contribution / active EE | $8,564 | $4,476+91.3% | $3,723+130.0% | $4,761+79.9% |
| Participant deferral / active EE | $2,550 | $5,264-51.6% | $4,384-41.8% | $5,982-57.4% |
| Admin fee / account holder | $214 | $8,005-97.3% | $5,844-96.3% | $11,246-98.1% |