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 | $52,822 | $117,841-55.2% | $102,423-48.4% | $145,922-63.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.20% | 31.65%-21.4pp | 29.32%-19.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,399 | $3,615-33.6% | $3,023-20.7% | $4,660-48.5% |
| Participant deferral / active EE | $11,364 | $5,731+98.3% | $5,053+124.9% | $6,688+69.9% |
| Admin fee / account holder | $13 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |