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 | $37,356 | $124,281-69.9% | $109,143-65.8% | $167,490-77.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.94% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,090 | $4,207-2.8% | $3,722+9.9% | $4,837-15.4% |
| Participant deferral / active EE | $5,589 | $5,255+6.4% | $4,653+20.1% | $6,341-11.9% |
| Admin fee / account holder | $217 | $7,970-97.3% | $6,752-96.8% | $12,309-98.2% |