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 | $57,217 | $115,882-50.6% | $100,516-43.1% | $158,922-64.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.04% | 34.79%-20.7pp | 30.89%-16.8pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,421 | $4,103-65.4% | $3,418-58.4% | $4,761-70.2% |
| Participant deferral / active EE | $4,730 | $6,674-29.1% | $6,270-24.6% | $5,982-20.9% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |