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 | $59,877 | $99,020-39.5% | $86,590-30.9% | $147,584-59.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.04% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $3,555 | $3,132+13.5% | $2,839+25.2% | $4,876-27.1% |
| Participant deferral / active EE | $7,095 | $3,972+78.6% | $3,609+96.6% | $5,439+30.5% |
| Admin fee / account holder | $18 | $5,710-99.7% | $4,906-99.6% | $10,885-99.8% |