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 | $27,479 | $232,540-88.2% | $185,117-85.2% | $147,584-81.4% |
| Participation rate | 94.4% | 82.4%+12.1pp | 77.3%+17.2pp | 82.8%+11.6pp |
| Annual return | 11.41% | 43.03%-31.6pp | 40.50%-29.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,655 | $5,195-68.1% | $4,182-60.4% | $4,876-66.1% |
| Participant deferral / active EE | $3,974 | $5,834-31.9% | $5,045-21.2% | $5,439-26.9% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |