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 | $33,716 | $97,744-65.5% | $103,476-67.4% | $145,922-76.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 25.41%-13.7pp | 23.90%-12.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,968 | $4,677-57.9% | $4,672-57.9% | $4,660-57.8% |
| Participant deferral / active EE | $4,053 | $6,603-38.6% | $6,623-38.8% | $6,688-39.4% |
| Admin fee / account holder | $100 | $12,515-99.2% | $9,413-98.9% | $13,397-99.3% |