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 | $47,389 | $98,240-51.8% | $82,313-42.4% | $147,584-67.9% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 25.70% | 30.85%-5.2pp | 25.88%-0.2pp | 578.55%-552.8pp |
| Employer contribution / active EE | $3,105 | $3,192-2.7% | $2,428+27.9% | $4,876-36.3% |
| Participant deferral / active EE | $5,801 | $4,383+32.4% | $3,706+56.5% | $5,439+6.7% |
| Admin fee / account holder | $124 | $8,563-98.6% | $5,608-97.8% | $10,885-98.9% |