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 | $48,664 | $95,266-48.9% | $82,389-40.9% | $142,382-65.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.45% | 25.74%-11.3pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,934 | $2,991-1.9% | $2,517+16.6% | $4,299-31.8% |
| Participant deferral / active EE | $6,280 | $4,809+30.6% | $4,155+51.2% | $6,507-3.5% |
| Admin fee / account holder | $74 | $8,563-99.1% | $7,231-99.0% | $12,624-99.4% |