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 | $41,991 | $149,734-72.0% | $118,925-64.7% | $158,922-73.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.35% | 19.95%-13.6pp | 35.88%-29.5pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,994 | $4,115-51.6% | $3,263-38.9% | $4,761-58.1% |
| Participant deferral / active EE | $5,709 | $5,223+9.3% | $4,265+33.9% | $5,982-4.6% |
| Admin fee / account holder | $202 | $8,603-97.7% | $6,581-96.9% | $11,246-98.2% |