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 | $31,991 | $127,264-74.9% | $109,895-70.9% | $167,490-80.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.67% | 22.97%-8.3pp | 29.45%-14.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,897 | $3,322+17.3% | $2,842+37.1% | $4,837-19.4% |
| Participant deferral / active EE | $5,011 | $4,514+11.0% | $4,048+23.8% | $6,341-21.0% |
| Admin fee / account holder | $16 | $7,114-99.8% | $6,066-99.7% | $12,309-99.9% |