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 | $32,091 | $74,888-57.1% | $71,209-54.9% | $142,382-77.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,920 | $2,854+2.3% | $2,721+7.3% | $4,299-32.1% |
| Participant deferral / active EE | $1,867 | $4,454-58.1% | $4,175-55.3% | $6,507-71.3% |
| Admin fee / account holder | $73 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |