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 | $42,563 | $65,409-34.9% | $98,442-56.8% | $85,850-50.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.87% | 21.76%-4.9pp | 1492.73%-1475.9pp | 318.53%-301.7pp |
| Employer contribution / active EE | $2,200 | $2,168+1.5% | $2,960-25.7% | $2,565-14.2% |
| Participant deferral / active EE | $2,632 | $3,166-16.9% | $4,276-38.4% | $3,952-33.4% |
| Admin fee / account holder | $7 | $4,593-99.8% | $5,949-99.9% | $6,260-99.9% |