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 | $27,724 | $176,377-84.3% | $134,143-79.3% | $158,922-82.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 3.99% | 63.63%-59.6pp | 36.33%-32.3pp | 302.83%-298.8pp |
| Employer contribution / active EE | $136 | $5,040-97.3% | $3,704-96.3% | $4,761-97.1% |
| Participant deferral / active EE | $736 | $4,091-82.0% | $3,499-79.0% | $5,982-87.7% |
| Admin fee / account holder | $90 | $8,718-99.0% | $6,684-98.7% | $11,246-99.2% |