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 | $31,321 | $105,859-70.4% | $90,160-65.3% | $147,584-78.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.21% | 37.63%-17.4pp | 34.88%-14.7pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,713 | $4,126-58.5% | $3,318-48.4% | $4,876-64.9% |
| Participant deferral / active EE | $2,025 | $5,733-64.7% | $5,288-61.7% | $5,439-62.8% |
| Admin fee / account holder | $258 | $8,046-96.8% | $5,943-95.7% | $10,885-97.6% |