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 | $39,265 | $183,963-78.7% | $162,163-75.8% | $152,861-74.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.09% | 150.76%-125.7pp | 115.59%-90.5pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,592 | $6,371-59.3% | $5,614-53.8% | $4,762-45.6% |
| Participant deferral / active EE | $3,705 | $8,034-53.9% | $7,298-49.2% | $5,850-36.7% |
| Admin fee / account holder | $136 | $13,121-99.0% | $10,843-98.7% | $11,596-98.8% |