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 | $38,772 | $152,587-74.6% | $125,175-69.0% | $152,861-74.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.57% | 54.84%-42.3pp | 43.79%-31.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $5,985 | $4,946+21.0% | $3,865+54.8% | $4,762+25.7% |
| Participant deferral / active EE | $3,988 | $5,868-32.0% | $4,937-19.2% | $5,850-31.8% |
| Admin fee / account holder | $7 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |