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 | $48,313 | $96,305-49.8% | $80,569-40.0% | $139,434-65.4% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 16.29% | 1350.08%-1333.8pp | 935.43%-919.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,097 | $3,262-35.7% | $2,723-23.0% | $4,751-55.9% |
| Participant deferral / active EE | $3,694 | $5,232-29.4% | $4,447-16.9% | $6,710-45.0% |
| Admin fee / account holder | $25 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |