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 | $28,986 | $149,734-80.6% | $118,925-75.6% | $158,922-81.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 18.70% | 19.95%-1.2pp | 35.88%-17.2pp | 302.83%-284.1pp |
| Employer contribution / active EE | $5,095 | $4,115+23.8% | $3,263+56.2% | $4,761+7.0% |
| Participant deferral / active EE | $4,833 | $5,223-7.5% | $4,265+13.3% | $5,982-19.2% |
| Admin fee / account holder | $37 | $8,603-99.6% | $6,581-99.4% | $11,246-99.7% |