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 | $53,706 | $105,931-49.3% | $81,930-34.4% | $158,922-66.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 16.30% | 38.17%-21.9pp | 29.49%-13.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $4,041 | $7,800-48.2% | $4,310-6.2% | $4,761-15.1% |
| Participant deferral / active EE | $7,165 | $13,003-44.9% | $7,107+0.8% | $5,982+19.8% |
| Admin fee / account holder | $14 | $8,489-99.8% | $5,158-99.7% | $11,246-99.9% |