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 | $30,520 | $88,751-65.6% | $81,812-62.7% | $145,922-79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.83% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,807 | $3,083+23.5% | $2,912+30.7% | $4,660-18.3% |
| Participant deferral / active EE | $10,291 | $4,643+121.6% | $4,319+138.3% | $6,688+53.9% |
| Admin fee / account holder | $55 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |