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 | $55,636 | $121,625-54.3% | $104,607-46.8% | $158,922-65.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.26% | 465.26%-460.0pp | 340.46%-335.2pp | 302.83%-297.6pp |
| Employer contribution / active EE | $497 | $3,163-84.3% | $2,681-81.5% | $4,761-89.6% |
| Participant deferral / active EE | $1,447 | $4,177-65.4% | $3,740-61.3% | $5,982-75.8% |
| Admin fee / account holder | $78 | $7,787-99.0% | $6,473-98.8% | $11,246-99.3% |