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 | $47,003 | $111,754-57.9% | $103,333-54.5% | $145,922-67.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 24.77%-8.2pp | 24.88%-8.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,488 | $4,212-40.9% | $3,868-35.7% | $4,660-46.6% |
| Participant deferral / active EE | $3,252 | $5,619-42.1% | $5,057-35.7% | $6,688-51.4% |
| Admin fee / account holder | $165 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |