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 | $19,340 | $202,432-90.4% | $169,368-88.6% | $139,434-86.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.97% | 531.74%-522.8pp | 405.60%-396.6pp | 372.94%-364.0pp |
| Employer contribution / active EE | $4,000 | $4,692-14.8% | $4,013-0.3% | $4,751-15.8% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,710-100.0% |
| Admin fee / account holder | $115 | $10,708-98.9% | $9,003-98.7% | $11,403-99.0% |