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 | $58,925 | $110,257-46.6% | $96,544-39.0% | $139,434-57.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.15% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,024 | $3,620-44.1% | $2,965-31.7% | $4,751-57.4% |
| Participant deferral / active EE | $3,221 | $5,548-41.9% | $4,851-33.6% | $6,710-52.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |