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 | $44,398 | $117,841-62.3% | $102,423-56.7% | $145,922-69.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 31.65%-22.2pp | 29.32%-19.9pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,032 | $5,731+5.3% | $5,053+19.4% | $6,688-9.8% |
| Admin fee / account holder | $25 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |