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 | $30,357 | $90,600-66.5% | $79,464-61.8% | $135,375-77.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.04% | 977.43%-967.4pp | 718.14%-708.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $1,286 | $3,068-58.1% | $2,800-54.1% | $4,779-73.1% |
| Participant deferral / active EE | $1,715 | $4,050-57.6% | $3,704-53.7% | $5,609-69.4% |
| Admin fee / account holder | $137 | $5,907-97.7% | $5,113-97.3% | $10,827-98.7% |