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 | $31,540 | $135,952-76.8% | $123,892-74.5% | $273,961-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 126.13% | 56.63%+69.5pp | 47.52%+78.6pp | 41.45%+84.7pp |
| Employer contribution / active EE | $3,421 | $5,170-33.8% | $4,617-25.9% | $4,869-29.7% |
| Participant deferral / active EE | $5,322 | $6,343-16.1% | $5,984-11.1% | $5,287+0.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |