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 | $36,033 | $228,332-84.2% | $185,823-80.6% | $158,922-77.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.97% | 40.80%-23.8pp | 35.95%-19.0pp | 302.83%-285.9pp |
| Employer contribution / active EE | $940 | $4,967-81.1% | $4,087-77.0% | $4,761-80.2% |
| Participant deferral / active EE | $2,466 | $6,415-61.6% | $5,632-56.2% | $5,982-58.8% |
| Admin fee / account holder | $210 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |