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 | $44,329 | $99,652-55.5% | $78,778-43.7% | $147,584-70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.82% | 47.28%-26.5pp | 35.62%-14.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $741 | $2,796-73.5% | $1,986-62.7% | $4,876-84.8% |
| Participant deferral / active EE | $5,202 | $3,664+42.0% | $2,958+75.9% | $5,439-4.3% |
| Admin fee / account holder | $289 | $7,155-96.0% | $5,134-94.4% | $10,885-97.3% |