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 | $29,652 | $131,829-77.5% | $108,579-72.7% | $273,961-89.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.45% | -91.57%+103.0pp | -51.70%+63.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,815 | $4,912-42.7% | $3,758-25.1% | $4,869-42.2% |
| Participant deferral / active EE | $8,424 | $5,127+64.3% | $4,311+95.4% | $5,287+59.3% |
| Admin fee / account holder | $249 | $10,252-97.6% | $7,645-96.7% | $10,132-97.5% |