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 | $42,326 | $91,037-53.5% | $71,671-40.9% | $147,584-71.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.12% | 20.48%-6.4pp | 20.65%-6.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $10,714 | $3,327+222.0% | $2,460+335.6% | $4,876+119.7% |
| Participant deferral / active EE | $7,882 | $4,498+75.2% | $3,438+129.3% | $5,439+44.9% |
| Admin fee / account holder | $63 | $8,613-99.3% | $5,558-98.9% | $10,885-99.4% |