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 | $44,221 | $90,503-51.1% | $78,689-43.8% | $273,961-83.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.43% | 75.60%-68.2pp | 62.18%-54.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $16,186 | $3,176+409.7% | $2,851+467.8% | $4,869+232.5% |
| Participant deferral / active EE | $1,904 | $3,901-51.2% | $3,517-45.9% | $5,287-64.0% |
| Admin fee / account holder | $135 | $5,263-97.4% | $4,510-97.0% | $10,132-98.7% |