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 | $74,299 | $108,172-31.3% | $77,482-4.1% | $158,922-53.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 17.02% | 31.67%-14.7pp | 54.79%-37.8pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,856 | $1,325+115.6% | $986+189.5% | $4,761-40.0% |
| Participant deferral / active EE | $4,387 | $2,456+78.6% | $1,861+135.7% | $5,982-26.7% |
| Admin fee / account holder | $13 | $3,708-99.6% | $2,858-99.5% | $11,246-99.9% |