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 | $37,743 | $81,208-53.5% | $98,907-61.8% | $79,858-52.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.96% | 60.99%-42.0pp | 196.43%-177.5pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,965 | $1,960+0.3% | $2,689-26.9% | $2,471-20.5% |
| Participant deferral / active EE | $2,788 | $3,265-14.6% | $4,244-34.3% | $3,740-25.5% |
| Admin fee / account holder | $270 | $6,013-95.5% | $6,642-95.9% | $5,306-94.9% |