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 | $31,153 | $158,817-80.4% | $121,196-74.3% | $135,375-77.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 18.82% | -0.64%+19.5pp | 16.93%+1.9pp | 519.73%-500.9pp |
| Employer contribution / active EE | $11,000 | $5,665+94.2% | $4,022+173.5% | $4,779+130.2% |
| Participant deferral / active EE | $12,125 | $4,005+202.8% | $3,344+262.5% | $5,609+116.2% |
| Admin fee / account holder | $39 | $6,512-99.4% | $5,019-99.2% | $10,827-99.6% |