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 | $29,237 | $105,998-72.4% | $92,233-68.3% | $147,584-80.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.87% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,847 | $4,333-11.2% | $3,679+4.5% | $4,876-21.1% |
| Participant deferral / active EE | $5,221 | $4,478+16.6% | $3,897+34.0% | $5,439-4.0% |
| Admin fee / account holder | $27 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |