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 | $32,843 | $99,020-66.8% | $86,590-62.1% | $147,584-77.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.91% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,645 | $3,132-47.5% | $2,839-42.1% | $4,876-66.3% |
| Participant deferral / active EE | $2,968 | $3,972-25.3% | $3,609-17.8% | $5,439-45.4% |
| Admin fee / account holder | $266 | $5,710-95.3% | $4,906-94.6% | $10,885-97.6% |