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 | $33,484 | $99,341-66.3% | $84,750-60.5% | $273,961-87.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 66.89% | 22.93%+44.0pp | 22.78%+44.1pp | 41.45%+25.4pp |
| Employer contribution / active EE | $1,320 | $4,214-68.7% | $3,574-63.1% | $4,869-72.9% |
| Participant deferral / active EE | $5,488 | $4,269+28.5% | $3,712+47.9% | $5,287+3.8% |
| Admin fee / account holder | $86 | $6,644-98.7% | $5,332-98.4% | $10,132-99.1% |