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 | $46,418 | $81,632-43.1% | $70,449-34.1% | $158,922-70.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 23.51% | 208.40%-184.9pp | 109.03%-85.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,745 | $3,217-14.7% | $2,737+0.3% | $4,761-42.3% |
| Participant deferral / active EE | $8,734 | $4,554+91.8% | $3,709+135.5% | $5,982+46.0% |
| Admin fee / account holder | $140 | $6,193-97.7% | $3,845-96.4% | $11,246-98.8% |