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 | $34,064 | $140,588-75.8% | $123,104-72.3% | $125,391-72.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 14.99% | 16.80%-1.8pp | 13.22%+1.8pp | 282.22%-267.2pp |
| Employer contribution / active EE | $3,333 | $6,041-44.8% | $5,151-35.3% | $4,866-31.5% |
| Participant deferral / active EE | $13,843 | $6,980+98.3% | $6,230+122.2% | $5,352+158.7% |
| Admin fee / account holder | $1 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |