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 | $54,428 | $113,339-52.0% | $94,993-42.7% | $147,584-63.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.64% | 20.77%-7.1pp | 27.12%-13.5pp | 578.55%-564.9pp |
| Employer contribution / active EE | $982 | $3,160-68.9% | $2,603-62.3% | $4,876-79.9% |
| Participant deferral / active EE | $2,364 | $3,777-37.4% | $3,317-28.7% | $5,439-56.5% |
| Admin fee / account holder | $83 | $6,063-98.6% | $4,960-98.3% | $10,885-99.2% |