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 | $42,624 | $165,912-74.3% | $122,332-65.2% | $147,584-71.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 17.68% | 34.55%-16.9pp | 30.27%-12.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,399 | $5,754-58.3% | $4,050-40.8% | $4,876-50.8% |
| Participant deferral / active EE | $3,146 | $4,005-21.5% | $3,287-4.3% | $5,439-42.2% |
| Admin fee / account holder | $93 | $7,424-98.8% | $5,478-98.3% | $10,885-99.1% |