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 | $37,980 | $92,222-58.8% | $76,768-50.5% | $135,375-71.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 9.36% | 5.46%+3.9pp | 2.43%+6.9pp | 519.73%-510.4pp |
| Employer contribution / active EE | $2,628 | $3,216-18.3% | $2,485+5.7% | $4,779-45.0% |
| Participant deferral / active EE | $2,837 | $4,509-37.1% | $3,852-26.4% | $5,609-49.4% |
| Admin fee / account holder | $193 | $10,748-98.2% | $6,675-97.1% | $10,827-98.2% |