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 3-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 | $30,089 | $99,918-69.9% | $81,382-63.0% | $145,922-79.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.73% | 34.32%-24.6pp | 24.73%-15.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $10,750 | $2,978+261.0% | $2,463+336.5% | $4,660+130.7% |
| Participant deferral / active EE | $5,450 | $4,605+18.4% | $3,883+40.4% | $6,688-18.5% |
| Admin fee / account holder | $174 | $8,212-97.9% | $5,768-97.0% | $13,397-98.7% |