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 | $42,256 | $209,411-79.8% | $178,490-76.3% | $158,922-73.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.14% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,459 | $5,706-74.4% | $5,011-70.9% | $4,761-69.3% |
| Participant deferral / active EE | $2,372 | $5,954-60.2% | $5,202-54.4% | $5,982-60.3% |
| Admin fee / account holder | $141 | $17,074-99.2% | $13,984-99.0% | $11,246-98.7% |