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 | $46,276 | $99,020-53.3% | $86,590-46.6% | $147,584-68.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.51% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $6,355 | $3,132+102.9% | $2,839+123.8% | $4,876+30.3% |
| Participant deferral / active EE | $1,856 | $3,972-53.3% | $3,609-48.6% | $5,439-65.9% |
| Admin fee / account holder | $71 | $5,710-98.8% | $4,906-98.5% | $10,885-99.3% |