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 | $37,598 | $105,859-64.5% | $90,160-58.3% | $147,584-74.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.97% | 37.63%-20.7pp | 34.88%-17.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,761 | $4,126-33.1% | $3,318-16.8% | $4,876-43.4% |
| Participant deferral / active EE | $5,687 | $5,733-0.8% | $5,288+7.5% | $5,439+4.6% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |