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 | $54,757 | $84,233-35.0% | $170,442-67.9% | $70,131-21.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.39% | 23.06%-7.7pp | 205.93%-190.5pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,979 | $3,387+17.5% | $5,433-26.8% | $2,342+69.9% |
| Participant deferral / active EE | $6,258 | $3,086+102.8% | $4,939+26.7% | $3,332+87.8% |
| Admin fee / account holder | $18 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |