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 | $42,047 | $81,632-48.5% | $70,449-40.3% | $158,922-73.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.17% | 208.40%-196.2pp | 109.03%-96.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,469 | $3,217-54.3% | $2,737-46.3% | $4,761-69.1% |
| Participant deferral / active EE | $5,412 | $4,554+18.8% | $3,709+45.9% | $5,982-9.5% |
| Admin fee / account holder | $259 | $6,193-95.8% | $3,845-93.3% | $11,246-97.7% |