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 | $38,126 | $106,515-64.2% | $96,683-60.6% | $139,434-72.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.76% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,242 | $4,103-45.3% | $3,737-40.0% | $4,751-52.8% |
| Participant deferral / active EE | $4,196 | $5,454-23.1% | $4,878-14.0% | $6,710-37.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |