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 | $41,330 | $74,888-44.8% | $71,209-42.0% | $142,382-71.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.10% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,170 | $2,854-24.0% | $2,721-20.2% | $4,299-49.5% |
| Participant deferral / active EE | $8,550 | $4,454+91.9% | $4,175+104.8% | $6,507+31.4% |
| Admin fee / account holder | $119 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |