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 | $30,956 | $201,272-84.6% | $184,203-83.2% | $145,922-78.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.38% | 29.00%-17.6pp | 28.81%-17.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,978 | $7,022-43.4% | $6,427-38.1% | $4,660-14.6% |
| Participant deferral / active EE | $3,978 | $9,806-59.4% | $9,131-56.4% | $6,688-40.5% |
| Admin fee / account holder | $45 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |