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 | $41,110 | $150,187-72.6% | $120,354-65.8% | $145,922-71.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.52% | 154.07%-141.5pp | 107.15%-94.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,597 | $4,348+74.7% | $3,463+119.4% | $4,660+63.0% |
| Participant deferral / active EE | $4,279 | $6,173-30.7% | $4,991-14.3% | $6,688-36.0% |
| Admin fee / account holder | $60 | $12,207-99.5% | $9,423-99.4% | $13,397-99.6% |