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 | $47,503 | $90,503-47.5% | $78,689-39.6% | $273,961-82.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.24% | 75.60%-65.4pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $7,953 | $3,176+150.4% | $2,851+179.0% | $4,869+63.4% |
| Participant deferral / active EE | $2,100 | $3,901-46.2% | $3,517-40.3% | $5,287-60.3% |
| Admin fee / account holder | $202 | $5,263-96.2% | $4,510-95.5% | $10,132-98.0% |