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 | $56,216 | $102,616-45.2% | $81,983-31.4% | $158,922-64.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 23.63% | 61.04%-37.4pp | 41.31%-17.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,019 | $3,240-68.5% | $2,498-59.2% | $4,761-78.6% |
| Participant deferral / active EE | $2,189 | $4,648-52.9% | $3,722-41.2% | $5,982-63.4% |
| Admin fee / account holder | $25 | $8,235-99.7% | $5,664-99.6% | $11,246-99.8% |