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 | $43,818 | $109,359-59.9% | $162,163-73.0% | $72,985-40.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.15% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,436 | $3,907-63.3% | $5,614-74.4% | $2,440-41.1% |
| Participant deferral / active EE | $3,910 | $5,481-28.7% | $7,298-46.4% | $3,607+8.4% |
| Admin fee / account holder | $6 | $7,972-99.9% | $10,843-99.9% | $5,124-99.9% |