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 | $41,477 | $96,965-57.2% | $97,995-57.7% | $147,584-71.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 11.70% | 24.11%-12.4pp | 23.94%-12.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,598 | $4,536-64.8% | $4,158-61.6% | $4,876-67.2% |
| Participant deferral / active EE | $2,571 | $5,081-49.4% | $5,097-49.5% | $5,439-52.7% |
| Admin fee / account holder | $206 | $8,120-97.5% | $5,943-96.5% | $10,885-98.1% |