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 | $33,060 | $176,056-81.2% | $159,436-79.3% | $167,490-80.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.13% | 331.75%-309.6pp | 263.57%-241.4pp | 478.56%-456.4pp |
| Employer contribution / active EE | $1,770 | $5,297-66.6% | $4,829-63.4% | $4,837-63.4% |
| Participant deferral / active EE | $4,590 | $7,750-40.8% | $7,352-37.6% | $6,341-27.6% |
| Admin fee / account holder | $59 | $12,554-99.5% | $10,799-99.5% | $12,309-99.5% |