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 | $36,927 | $74,888-50.7% | $71,209-48.1% | $142,382-74.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.45% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,519 | $2,854-11.7% | $2,721-7.4% | $4,299-41.4% |
| Participant deferral / active EE | $3,680 | $4,454-17.4% | $4,175-11.9% | $6,507-43.5% |
| Admin fee / account holder | $83 | $5,568-98.5% | $5,349-98.5% | $12,624-99.3% |