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 | $36,526 | $176,056-79.3% | $159,436-77.1% | $167,490-78.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.36% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,296 | $5,297-56.7% | $4,829-52.5% | $4,837-52.5% |
| Participant deferral / active EE | $8,973 | $7,750+15.8% | $7,352+22.0% | $6,341+41.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |