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 | $44,343 | $117,381-62.2% | $99,443-55.4% | $152,861-71.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 28.78% | 31.87%-3.1pp | 30.72%-1.9pp | 345.32%-316.5pp |
| Employer contribution / active EE | $11,300 | $3,013+275.1% | $2,540+344.9% | $4,762+137.3% |
| Participant deferral / active EE | $2,072 | $4,086-49.3% | $3,619-42.8% | $5,850-64.6% |
| Admin fee / account holder | $195 | $7,631-97.5% | $6,250-96.9% | $11,596-98.3% |