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 | $52,902 | $77,634-31.9% | $156,549-66.2% | $62,891-15.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.84% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,331 | $3,444-32.3% | $5,501-57.6% | $2,281+2.2% |
| Participant deferral / active EE | $6,238 | $3,045+104.8% | $4,871+28.1% | $3,203+94.8% |
| Admin fee / account holder | $62 | $5,561-98.9% | $13,027-99.5% | $4,296-98.6% |