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 | $55,766 | $160,055-65.2% | $140,016-60.2% | $135,375-58.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 20.35% | 911.38%-891.0pp | 651.12%-630.8pp | 519.73%-499.4pp |
| Employer contribution / active EE | $2,395 | $6,420-62.7% | $5,606-57.3% | $4,779-49.9% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $141 | $13,328-98.9% | $10,705-98.7% | $10,827-98.7% |