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 | $44,448 | $105,859-58.0% | $90,160-50.7% | $147,584-69.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.65% | 37.63%-25.0pp | 34.88%-22.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,315 | $4,126-43.9% | $3,318-30.2% | $4,876-52.5% |
| Participant deferral / active EE | $3,688 | $5,733-35.7% | $5,288-30.3% | $5,439-32.2% |
| Admin fee / account holder | $194 | $8,046-97.6% | $5,943-96.7% | $10,885-98.2% |