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 | $45,793 | $107,334-57.3% | $92,893-50.7% | $152,861-70.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.50% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,514 | $4,221-64.1% | $3,653-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $2,710 | $4,845-44.1% | $4,236-36.0% | $5,850-53.7% |
| Admin fee / account holder | $47 | $7,079-99.3% | $5,794-99.2% | $11,596-99.6% |