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 | $53,913 | $157,256-65.7% | $141,162-61.8% | $152,861-64.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.39% | 64.32%-42.9pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,409 | $5,261-73.2% | $4,735-70.2% | $4,762-70.4% |
| Participant deferral / active EE | $7,963 | $7,109+12.0% | $6,709+18.7% | $5,850+36.1% |
| Admin fee / account holder | $122 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |