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 | $41,582 | $58,828-29.3% | $77,999-46.7% | $62,891-33.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.40% | 17.16%-10.8pp | 425.96%-419.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,515 | $1,672+50.4% | $2,470+1.8% | $2,281+10.3% |
| Participant deferral / active EE | $5,656 | $2,686+110.6% | $3,497+61.7% | $3,203+76.6% |
| Admin fee / account holder | $120 | $4,393-97.3% | $5,480-97.8% | $4,296-97.2% |