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 | $51,421 | $78,694-34.7% | $67,652-24.0% | $125,391-59.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.72% | 9.46%-8.7pp | 6625.04%-6624.3pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,675 | $3,044-45.0% | $2,266-26.1% | $4,866-65.6% |
| Participant deferral / active EE | $2,829 | $4,292-34.1% | $3,560-20.5% | $5,352-47.1% |
| Admin fee / account holder | $36 | $7,403-99.5% | $4,821-99.3% | $9,540-99.6% |