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 | $49,861 | $202,432-75.4% | $169,368-70.6% | $139,434-64.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.47% | 531.74%-514.3pp | 405.60%-388.1pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,018 | $4,692-78.3% | $4,013-74.6% | $4,751-78.6% |
| Participant deferral / active EE | $1,527 | $6,938-78.0% | $6,221-75.5% | $6,710-77.2% |
| Admin fee / account holder | $271 | $10,708-97.5% | $9,003-97.0% | $11,403-97.6% |