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 | $46,866 | $165,335-71.7% | $149,696-68.7% | $158,922-70.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.12% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,153 | $5,103-57.8% | $4,644-53.6% | $4,761-54.8% |
| Participant deferral / active EE | $3,471 | $7,181-51.7% | $6,842-49.3% | $5,982-42.0% |
| Admin fee / account holder | $23 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |