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 | $35,503 | $149,734-76.3% | $118,925-70.1% | $158,922-77.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 7.28% | 19.95%-12.7pp | 35.88%-28.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $3,419 | $4,115-16.9% | $3,263+4.8% | $4,761-28.2% |
| Participant deferral / active EE | $3,546 | $5,223-32.1% | $4,265-16.9% | $5,982-40.7% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |