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 | $47,437 | $152,460-68.9% | $118,746-60.1% | $147,584-67.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.24% | 17.41%-3.2pp | 24.54%-10.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,869 | $5,046-63.0% | $4,193-55.4% | $4,876-61.7% |
| Participant deferral / active EE | $4,933 | $6,212-20.6% | $5,332-7.5% | $5,439-9.3% |
| Admin fee / account holder | $50 | $16,953-99.7% | $10,720-99.5% | $10,885-99.5% |