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 | $13,106 | $99,020-86.8% | $86,590-84.9% | $147,584-91.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.68% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,368 | $3,132+7.5% | $2,839+18.6% | $4,876-30.9% |
| Participant deferral / active EE | $2,171 | $3,972-45.3% | $3,609-39.8% | $5,439-60.1% |
| Admin fee / account holder | $45 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |