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 | $33,854 | $104,907-67.7% | $84,611-60.0% | $152,861-77.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.94% | 373.79%-351.8pp | 258.74%-236.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $9,832 | $3,302+197.8% | $2,652+270.7% | $4,762+106.4% |
| Participant deferral / active EE | $5,486 | $4,688+17.0% | $3,899+40.7% | $5,850-6.2% |
| Admin fee / account holder | $17 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |