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 | $38,701 | $117,841-67.2% | $102,423-62.2% | $145,922-73.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.65%-21.6pp | 29.32%-19.3pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,673 | $3,615+29.3% | $3,023+54.5% | $4,660+0.3% |
| Participant deferral / active EE | $4,673 | $5,731-18.5% | $5,053-7.5% | $6,688-30.1% |
| Admin fee / account holder | $205 | $13,326-98.5% | $9,451-97.8% | $13,397-98.5% |