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 | $33,802 | $102,616-67.1% | $81,983-58.8% | $158,922-78.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 13.30% | 61.04%-47.7pp | 41.31%-28.0pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,966 | $3,240-39.3% | $2,498-21.3% | $4,761-58.7% |
| Participant deferral / active EE | $2,063 | $4,648-55.6% | $3,722-44.6% | $5,982-65.5% |
| Admin fee / account holder | $59 | $8,235-99.3% | $5,664-99.0% | $11,246-99.5% |