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 | $44,942 | $117,841-61.9% | $102,423-56.1% | $145,922-69.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.02% | 31.65%-20.6pp | 29.32%-18.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,633 | $3,615-27.2% | $3,023-12.9% | $4,660-43.5% |
| Participant deferral / active EE | $1,804 | $5,731-68.5% | $5,053-64.3% | $6,688-73.0% |
| Admin fee / account holder | $15 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |