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 | $25,899 | $85,202-69.6% | $172,739-85.0% | $72,985-64.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.42% | 27.32%-2.9pp | 802.84%-778.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $717 | $3,324-78.4% | $5,143-86.1% | $2,440-70.6% |
| Participant deferral / active EE | $3,681 | $3,260+12.9% | $5,198-29.2% | $3,607+2.0% |
| Admin fee / account holder | $101 | $5,884-98.3% | $13,954-99.3% | $5,124-98.0% |