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 | $39,353 | $77,419-49.2% | $69,455-43.3% | $152,861-74.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 39.06%-17.2pp | 28.97%-7.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $4,282 | $3,315+29.2% | $2,779+54.1% | $4,762-10.1% |
| Participant deferral / active EE | $7,042 | $4,414+59.5% | $3,535+99.2% | $5,850+20.4% |
| Admin fee / account holder | $289 | $6,207-95.3% | $3,839-92.5% | $11,596-97.5% |