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 | $55,169 | $100,901-45.3% | $75,670-27.1% | $147,584-62.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.81% | 35.78%-17.0pp | 27.34%-8.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,143 | $3,253-64.9% | $2,352-51.4% | $4,876-76.6% |
| Participant deferral / active EE | $2,107 | $4,027-47.7% | $3,142-33.0% | $5,439-61.3% |
| Admin fee / account holder | $164 | $11,285-98.6% | $5,800-97.2% | $10,885-98.5% |