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 | $40,067 | $73,933-45.8% | $96,683-58.6% | $75,163-46.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.68% | 26.70%-3.0pp | 35.69%-12.0pp | 160.62%-136.9pp |
| Employer contribution / active EE | $990 | $2,928-66.2% | $3,737-73.5% | $2,670-62.9% |
| Participant deferral / active EE | $3,408 | $3,659-6.9% | $4,878-30.1% | $4,125-17.4% |
| Admin fee / account holder | $56 | $5,216-98.9% | $6,730-99.2% | $5,651-99.0% |