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 | $55,985 | $89,355-37.3% | $141,162-60.3% | $72,985-23.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.92% | 111.85%-84.9pp | 71.39%-44.5pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,644 | $3,114+17.0% | $4,735-23.0% | $2,440+49.3% |
| Participant deferral / active EE | $7,895 | $5,418+45.7% | $6,709+17.7% | $3,607+118.8% |
| Admin fee / account holder | $34 | $5,958-99.4% | $10,261-99.7% | $5,124-99.3% |