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 | $22,312 | $165,912-86.6% | $122,332-81.8% | $147,584-84.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.51% | 34.55%-17.0pp | 30.27%-12.8pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,856 | $5,754-33.0% | $4,050-4.8% | $4,876-20.9% |
| Participant deferral / active EE | $1,683 | $4,005-58.0% | $3,287-48.8% | $5,439-69.0% |
| Admin fee / account holder | $160 | $7,424-97.8% | $5,478-97.1% | $10,885-98.5% |