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 | $43,718 | $198,466-78.0% | $170,442-74.4% | $147,584-70.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.97% | 257.29%-241.3pp | 205.93%-190.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,557 | $6,184-74.8% | $5,433-71.3% | $4,876-68.1% |
| Participant deferral / active EE | $2,618 | $5,629-53.5% | $4,939-47.0% | $5,439-51.9% |
| Admin fee / account holder | $62 | $16,852-99.6% | $13,880-99.6% | $10,885-99.4% |