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 | $36,883 | $46,553-20.8% | $64,056-42.4% | $75,163-50.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.23% | 26.03%-13.8pp | 33.69%-21.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,517 | $1,974-23.1% | $2,747-44.8% | $2,670-43.2% |
| Participant deferral / active EE | $1,692 | $2,837-40.4% | $3,880-56.4% | $4,125-59.0% |
| Admin fee / account holder | $135 | $2,952-95.4% | $3,068-95.6% | $5,651-97.6% |