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 9-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 | $59,306 | $226,064-73.8% | $182,532-67.5% | $152,861-61.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 26.45% | 192.51%-166.1pp | 148.54%-122.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $3,163 | $4,978-36.5% | $4,076-22.4% | $4,762-33.6% |
| Participant deferral / active EE | $6,343 | $6,368-0.4% | $5,524+14.8% | $5,850+8.4% |
| Admin fee / account holder | $25 | $10,703-99.8% | $8,592-99.7% | $11,596-99.8% |