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 | $34,294 | $116,175-70.5% | $93,606-63.4% | $152,861-77.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.28% | 35.96%-14.7pp | 32.76%-11.5pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,598 | $3,218-19.3% | $2,718-4.4% | $4,762-45.5% |
| Participant deferral / active EE | $6,678 | $4,603+45.1% | $4,069+64.1% | $5,850+14.1% |
| Admin fee / account holder | $71 | $10,748-99.3% | $7,888-99.1% | $11,596-99.4% |