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 | $35,453 | $198,466-82.1% | $170,442-79.2% | $147,584-76.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.65% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,533 | $6,184-75.2% | $5,433-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $2,433 | $5,629-56.8% | $4,939-50.7% | $5,439-55.3% |
| Admin fee / account holder | $214 | $16,852-98.7% | $13,880-98.5% | $10,885-98.0% |