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 | $31,357 | $85,022-63.1% | $70,515-55.5% | $139,434-77.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.23% | 30.38%-15.1pp | 32.77%-17.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,350 | $3,909-39.9% | $2,973-21.0% | $4,751-50.5% |
| Participant deferral / active EE | $3,577 | $5,890-39.3% | $4,567-21.7% | $6,710-46.7% |
| Admin fee / account holder | $92 | $8,906-99.0% | $6,412-98.6% | $11,403-99.2% |