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 | $50,344 | $71,829-29.9% | $69,780-27.9% | $142,382-64.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 16.96% | 31.01%-14.0pp | 26.31%-9.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,747 | $4,385-14.6% | $4,168-10.1% | $4,299-12.8% |
| Participant deferral / active EE | $1,207 | $6,819-82.3% | $6,164-80.4% | $6,507-81.5% |
| Admin fee / account holder | $199 | $7,818-97.5% | $7,285-97.3% | $12,624-98.4% |