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 | $42,828 | $108,172-60.4% | $77,482-44.7% | $158,922-73.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.21% | 31.67%-16.5pp | 54.79%-39.6pp | 302.83%-287.6pp |
| Employer contribution / active EE | $5,801 | $1,325+337.9% | $986+488.1% | $4,761+21.8% |
| Participant deferral / active EE | $6,552 | $2,456+166.7% | $1,861+252.0% | $5,982+9.5% |
| Admin fee / account holder | $107 | $3,708-97.1% | $2,858-96.3% | $11,246-99.1% |