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 | $53,151 | $96,635-45.0% | $86,612-38.6% | $139,434-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.03% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,035 | $3,263-68.3% | $3,022-65.8% | $4,751-78.2% |
| Participant deferral / active EE | $3,783 | $4,836-21.8% | $4,438-14.7% | $6,710-43.6% |
| Admin fee / account holder | $40 | $6,408-99.4% | $5,614-99.3% | $11,403-99.6% |