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 | $36,801 | $109,817-66.5% | $98,442-62.6% | $167,490-78.0% |
| Participation rate | 73.3% | 75.8%-2.5pp | 73.3%0pp | 82.1%-8.8pp |
| Annual return | 14.73% | 1956.69%-1942.0pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,575 | $4,673-66.3% | $4,276-63.2% | $6,341-75.2% |
| Admin fee / account holder | $129 | $6,753-98.1% | $5,949-97.8% | $12,309-99.0% |