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 | $42,882 | $112,096-61.7% | $95,952-55.3% | $158,922-73.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.12% | 171.09%-148.0pp | 91.61%-68.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,197 | $3,198-31.3% | $2,541-13.5% | $4,761-53.9% |
| Participant deferral / active EE | $10,633 | $4,784+122.3% | $4,167+155.2% | $5,982+77.7% |
| Admin fee / account holder | $48 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |