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 | $46,819 | $106,584-56.1% | $101,326-53.8% | $142,382-67.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.78% | 36.93%-19.1pp | 36.82%-19.0pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,838 | $3,956+72.9% | $3,665+86.6% | $4,299+59.1% |
| Participant deferral / active EE | $3,250 | $8,297-60.8% | $7,994-59.3% | $6,507-50.1% |
| Admin fee / account holder | $190 | $11,446-98.3% | $11,185-98.3% | $12,624-98.5% |