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 | $44,134 | $124,281-64.5% | $109,143-59.6% | $167,490-73.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.47% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $9,854 | $4,207+134.2% | $3,722+164.8% | $4,837+103.7% |
| Participant deferral / active EE | $8,441 | $5,255+60.6% | $4,653+81.4% | $6,341+33.1% |
| Admin fee / account holder | $45 | $7,970-99.4% | $6,752-99.3% | $12,309-99.6% |