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 | $37,262 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.86% | 46.41%-31.5pp | 42.33%-27.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,871 | $6,841-43.4% | $6,419-39.7% | $4,299-10.0% |
| Participant deferral / active EE | $5,032 | $9,865-49.0% | $9,331-46.1% | $6,507-22.7% |
| Admin fee / account holder | $300 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |