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 | $39,163 | $112,096-65.1% | $95,952-59.2% | $158,922-75.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 21.98% | 171.09%-149.1pp | 91.61%-69.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,778 | $3,198-44.4% | $2,541-30.0% | $4,761-62.7% |
| Participant deferral / active EE | $3,446 | $4,784-28.0% | $4,167-17.3% | $5,982-42.4% |
| Admin fee / account holder | $44 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |