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 | $55,159 | $99,079-44.3% | $77,999-29.3% | $273,961-79.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.81% | 217.93%-213.1pp | 425.96%-421.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,884 | $3,308-12.8% | $2,470+16.8% | $4,869-40.8% |
| Participant deferral / active EE | $3,570 | $4,306-17.1% | $3,497+2.1% | $5,287-32.5% |
| Admin fee / account holder | $100 | $8,954-98.9% | $5,480-98.2% | $10,132-99.0% |