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 | $32,980 | $110,261-70.1% | $95,745-65.6% | $139,434-76.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.12% | 27.11%-15.0pp | 28.35%-16.2pp | 372.94%-360.8pp |
| Employer contribution / active EE | $12,897 | $3,257+295.9% | $2,835+355.0% | $4,751+171.5% |
| Participant deferral / active EE | $3,523 | $4,676-24.7% | $4,245-17.0% | $6,710-47.5% |
| Admin fee / account holder | $244 | $6,613-96.3% | $5,678-95.7% | $11,403-97.9% |