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 | $44,662 | $85,202-47.6% | $172,739-74.1% | $72,985-38.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.69% | 27.32%-4.6pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,483 | $3,324+4.8% | $5,143-32.3% | $2,440+42.8% |
| Participant deferral / active EE | $2,903 | $3,260-11.0% | $5,198-44.1% | $3,607-19.5% |
| Admin fee / account holder | $73 | $5,884-98.8% | $13,954-99.5% | $5,124-98.6% |