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 | $40,750 | $157,256-74.1% | $141,162-71.1% | $152,861-73.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.45% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,141 | $5,261-40.3% | $4,735-33.7% | $4,762-34.1% |
| Participant deferral / active EE | $11,413 | $7,109+60.5% | $6,709+70.1% | $5,850+95.1% |
| Admin fee / account holder | $24 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |