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 | $41,980 | $114,381-63.3% | $107,525-61.0% | $142,382-70.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.93% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,454 | $4,015-63.8% | $3,754-61.3% | $4,299-66.2% |
| Participant deferral / active EE | $3,379 | $5,564-39.3% | $5,116-34.0% | $6,507-48.1% |
| Admin fee / account holder | $300 | $9,860-97.0% | $8,919-96.6% | $12,624-97.6% |