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 | $30,091 | $99,652-69.8% | $78,778-61.8% | $147,584-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.77% | 47.28%-34.5pp | 35.62%-22.8pp | 578.55%-565.8pp |
| Employer contribution / active EE | $3,123 | $2,796+11.7% | $1,986+57.3% | $4,876-36.0% |
| Participant deferral / active EE | $2,848 | $3,664-22.3% | $2,958-3.7% | $5,439-47.6% |
| Admin fee / account holder | $220 | $7,155-96.9% | $5,134-95.7% | $10,885-98.0% |