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 | $55,096 | $198,466-72.2% | $170,442-67.7% | $147,584-62.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.39% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,782 | $6,184-71.2% | $5,433-67.2% | $4,876-63.5% |
| Participant deferral / active EE | $2,439 | $5,629-56.7% | $4,939-50.6% | $5,439-55.2% |
| Admin fee / account holder | $262 | $16,852-98.4% | $13,880-98.1% | $10,885-97.6% |