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 | $30,428 | $131,829-76.9% | $108,579-72.0% | $273,961-88.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.66% | -91.57%+101.2pp | -51.70%+61.4pp | 41.45%-31.8pp |
| Employer contribution / active EE | $4,917 | $4,912+0.1% | $3,758+30.8% | $4,869+1.0% |
| Participant deferral / active EE | $4,917 | $5,127-4.1% | $4,311+14.1% | $5,287-7.0% |
| Admin fee / account holder | $23 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |