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 | $37,068 | $107,015-65.4% | $73,545-49.6% | $147,584-74.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 23.65% | 38.25%-14.6pp | -15.16%+38.8pp | 578.55%-554.9pp |
| Employer contribution / active EE | $5,520 | $1,760+213.6% | $1,219+352.8% | $4,876+13.2% |
| Participant deferral / active EE | $6,716 | $2,462+172.8% | $1,806+271.8% | $5,439+23.5% |
| Admin fee / account holder | $36 | $3,055-98.8% | $2,320-98.4% | $10,885-99.7% |