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 | $41,702 | $74,888-44.3% | $71,209-41.4% | $142,382-70.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.48% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,927 | $2,854+37.6% | $2,721+44.3% | $4,299-8.7% |
| Participant deferral / active EE | $3,158 | $4,454-29.1% | $4,175-24.4% | $6,507-51.5% |
| Admin fee / account holder | $80 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |