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 | $48,662 | $69,518-30.0% | $59,878-18.7% | $135,375-64.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.63% | 7.94%+0.7pp | 3.46%+5.2pp | 519.73%-511.1pp |
| Employer contribution / active EE | $1,364 | $3,235-57.8% | $2,722-49.9% | $4,779-71.5% |
| Participant deferral / active EE | $2,839 | $4,206-32.5% | $3,402-16.5% | $5,609-49.4% |
| Admin fee / account holder | $105 | $5,734-98.2% | $3,590-97.1% | $10,827-99.0% |