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 | $38,818 | $69,207-43.9% | $64,056-39.4% | $139,434-72.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.29% | 45.88%-30.6pp | 33.69%-18.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $6,765 | $3,182+112.6% | $2,747+146.3% | $4,751+42.4% |
| Participant deferral / active EE | $7,596 | $4,682+62.2% | $3,880+95.8% | $6,710+13.2% |
| Admin fee / account holder | $23 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |