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 | $41,553 | $127,100-67.3% | $105,738-60.7% | $135,375-69.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 4.05% | 4.49%-0.4pp | 6.27%-2.2pp | 519.73%-515.7pp |
| Employer contribution / active EE | $2,056 | $4,107-49.9% | $3,268-37.1% | $4,779-57.0% |
| Participant deferral / active EE | $7,243 | $5,064+43.0% | $4,080+77.5% | $5,609+29.1% |
| Admin fee / account holder | $225 | $9,087-97.5% | $6,913-96.7% | $10,827-97.9% |