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 | $41,844 | $121,625-65.6% | $104,607-60.0% | $158,922-73.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.48% | 465.26%-451.8pp | 340.46%-327.0pp | 302.83%-289.3pp |
| Employer contribution / active EE | $19,095 | $3,163+503.7% | $2,681+612.3% | $4,761+301.1% |
| Participant deferral / active EE | $1,042 | $4,177-75.1% | $3,740-72.1% | $5,982-82.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |