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 | $36,229 | $99,020-63.4% | $86,590-58.2% | $147,584-75.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.01% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $3,111 | $3,132-0.7% | $2,839+9.6% | $4,876-36.2% |
| Participant deferral / active EE | $4,083 | $3,972+2.8% | $3,609+13.1% | $5,439-24.9% |
| Admin fee / account holder | $201 | $5,710-96.5% | $4,906-95.9% | $10,885-98.2% |