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 | $54,453 | $133,922-59.3% | $116,228-53.1% | $142,382-61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.28% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,379 | $3,446-31.0% | $2,994-20.6% | $4,299-44.7% |
| Participant deferral / active EE | $3,551 | $5,672-37.4% | $4,953-28.3% | $6,507-45.4% |
| Admin fee / account holder | $104 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |