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 | $44,927 | $50,082-10.3% | $93,406-51.9% | $79,858-43.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 66.8%+33.2pp | 69.6%+30.4pp |
| Annual return | 14.01% | 24.59%-10.6pp | 78.05%-64.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,303-100.0% | $2,075-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,212-100.0% | $3,126-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $3,454-100.0% | $5,230-100.0% | $5,306-100.0% |