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 | $32,659 | $157,256-79.2% | $141,162-76.9% | $152,861-78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.28% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $3,066 | $5,261-41.7% | $4,735-35.3% | $4,762-35.6% |
| Participant deferral / active EE | $7,820 | $7,109+10.0% | $6,709+16.6% | $5,850+33.7% |
| Admin fee / account holder | $220 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |