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 | $27,646 | $227,553-87.9% | $189,557-85.4% | $167,490-83.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.51% | 78.40%-66.9pp | 64.17%-52.7pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,154 | $5,316-40.7% | $4,412-28.5% | $4,837-34.8% |
| Participant deferral / active EE | $6,205 | $7,002-11.4% | $6,174+0.5% | $6,341-2.1% |
| Admin fee / account holder | $241 | $11,878-98.0% | $9,807-97.5% | $12,309-98.0% |