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 | $36,400 | $115,770-68.6% | $101,248-64.0% | $158,922-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.88% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,056 | $4,175-50.8% | $3,660-43.8% | $4,761-56.8% |
| Participant deferral / active EE | $6,038 | $4,957+21.8% | $4,370+38.2% | $5,982+0.9% |
| Admin fee / account holder | $22 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |