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 | $57,827 | $124,281-53.5% | $109,143-47.0% | $167,490-65.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.81% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,343 | $4,207-68.1% | $3,722-63.9% | $4,837-72.2% |
| Participant deferral / active EE | $4,178 | $5,255-20.5% | $4,653-10.2% | $6,341-34.1% |
| Admin fee / account holder | $192 | $7,970-97.6% | $6,752-97.2% | $12,309-98.4% |