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 | $54,138 | $97,744-44.6% | $103,476-47.7% | $145,922-62.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.13% | 25.41%-7.3pp | 23.90%-5.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $7,182 | $4,677+53.6% | $4,672+53.7% | $4,660+54.1% |
| Participant deferral / active EE | $7,182 | $6,603+8.8% | $6,623+8.4% | $6,688+7.4% |
| Admin fee / account holder | $15 | $12,515-99.9% | $9,413-99.8% | $13,397-99.9% |