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 | $50,188 | $180,028-72.1% | $138,135-63.7% | $158,922-68.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 24.98% | 21.68%+3.3pp | 20.51%+4.5pp | 302.83%-277.8pp |
| Employer contribution / active EE | $2,934 | $7,470-60.7% | $5,587-47.5% | $4,761-38.4% |
| Participant deferral / active EE | $5,769 | $7,717-25.2% | $6,431-10.3% | $5,982-3.6% |
| Admin fee / account holder | $218 | $17,912-98.8% | $11,856-98.2% | $11,246-98.1% |