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 | $45,179 | $110,257-59.0% | $96,544-53.2% | $139,434-67.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.85% | 26.32%-8.5pp | 25.84%-8.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,730 | $3,620-52.2% | $2,965-41.6% | $4,751-63.6% |
| Participant deferral / active EE | $7,031 | $5,548+26.7% | $4,851+45.0% | $6,710+4.8% |
| Admin fee / account holder | $166 | $11,591-98.6% | $8,252-98.0% | $11,403-98.5% |