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 | $54,387 | $117,841-53.8% | $102,423-46.9% | $145,922-62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.88% | 31.65%-19.8pp | 29.32%-17.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,104 | $3,615-41.8% | $3,023-30.4% | $4,660-54.9% |
| Participant deferral / active EE | $8,209 | $5,731+43.2% | $5,053+62.5% | $6,688+22.7% |
| Admin fee / account holder | $236 | $13,326-98.2% | $9,451-97.5% | $13,397-98.2% |