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 | $85,988 | $121,625-29.3% | $104,607-17.8% | $158,922-45.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.95% | 465.26%-454.3pp | 340.46%-329.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,730 | $3,163-45.3% | $2,681-35.5% | $4,761-63.7% |
| Participant deferral / active EE | $13,146 | $4,177+214.7% | $3,740+251.5% | $5,982+119.8% |
| Admin fee / account holder | $31 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |