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 | $45,916 | $153,311-70.1% | $109,313-58.0% | $273,961-83.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.73% | 29.86%-18.1pp | 22.07%-10.3pp | 41.45%-29.7pp |
| Employer contribution / active EE | $13,293 | $5,619+136.6% | $3,892+241.5% | $4,869+173.0% |
| Participant deferral / active EE | $8,833 | $3,932+124.6% | $3,166+179.0% | $5,287+67.1% |
| Admin fee / account holder | $298 | $8,076-96.3% | $5,666-94.7% | $10,132-97.1% |