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 | $74,594 | $106,890-30.2% | $84,015-11.2% | $152,861-51.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.95% | 104.99%-91.0pp | 71.31%-57.4pp | 345.32%-331.4pp |
| Employer contribution / active EE | $841 | $2,734-69.2% | $1,983-57.6% | $4,762-82.3% |
| Participant deferral / active EE | $2,151 | $4,011-46.4% | $3,239-33.6% | $5,850-63.2% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |