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 | $40,860 | $107,334-61.9% | $92,893-56.0% | $152,861-73.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.41% | 145.58%-116.2pp | 109.41%-80.0pp | 345.32%-315.9pp |
| Employer contribution / active EE | $1,420 | $4,221-66.4% | $3,653-61.1% | $4,762-70.2% |
| Participant deferral / active EE | $3,132 | $4,845-35.4% | $4,236-26.1% | $5,850-46.5% |
| Admin fee / account holder | $6 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |