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 | $37,955 | $76,367-50.3% | $93,606-59.5% | $72,985-48.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.38% | 25.82%-2.4pp | 32.76%-9.4pp | 81.00%-57.6pp |
| Employer contribution / active EE | $4,647 | $2,275+104.3% | $2,718+71.0% | $2,440+90.5% |
| Participant deferral / active EE | $3,467 | $3,538-2.0% | $4,069-14.8% | $3,607-3.9% |
| Admin fee / account holder | $4 | $6,838-99.9% | $7,888-99.9% | $5,124-99.9% |