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 | $40,412 | $87,540-53.8% | $75,781-46.7% | $125,391-67.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 4.97% | 13.48%-8.5pp | 9.68%-4.7pp | 282.22%-277.3pp |
| Employer contribution / active EE | $11,467 | $3,930+191.8% | $3,323+245.1% | $4,866+135.7% |
| Participant deferral / active EE | $5,496 | $4,229+30.0% | $3,651+50.5% | $5,352+2.7% |
| Admin fee / account holder | $176 | $6,502-97.3% | $5,299-96.7% | $9,540-98.2% |