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 9-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 | $39,116 | $104,664-62.6% | $85,682-54.3% | $167,490-76.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.88% | 21.45%-10.6pp | 21.49%-10.6pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,654 | $3,337-20.5% | $2,618+1.4% | $4,837-45.1% |
| Participant deferral / active EE | $7,226 | $4,824+49.8% | $3,923+84.2% | $6,341+14.0% |
| Admin fee / account holder | $190 | $10,032-98.1% | $6,873-97.2% | $12,309-98.5% |