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 | $56,179 | $96,635-41.9% | $86,612-35.1% | $139,434-59.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.10% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,709 | $3,263+13.7% | $3,022+22.7% | $4,751-21.9% |
| Participant deferral / active EE | $3,302 | $4,836-31.7% | $4,438-25.6% | $6,710-50.8% |
| Admin fee / account holder | $36 | $6,408-99.4% | $5,614-99.4% | $11,403-99.7% |