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 | $41,021 | $157,256-73.9% | $141,162-70.9% | $152,861-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.64% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,318 | $5,261-17.9% | $4,735-8.8% | $4,762-9.3% |
| Participant deferral / active EE | $4,718 | $7,109-33.6% | $6,709-29.7% | $5,850-19.4% |
| Admin fee / account holder | $181 | $12,120-98.5% | $10,261-98.2% | $11,596-98.4% |