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 | $26,305 | $85,202-69.1% | $172,739-84.8% | $72,985-64.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.73% | 27.32%-6.6pp | 802.84%-782.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $2,311 | $3,324-30.5% | $5,143-55.1% | $2,440-5.3% |
| Participant deferral / active EE | $996 | $3,260-69.5% | $5,198-80.8% | $3,607-72.4% |
| Admin fee / account holder | $8 | $5,884-99.9% | $13,954-99.9% | $5,124-99.8% |