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 | $33,565 | $109,982-69.5% | $97,226-65.5% | $145,922-77.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.49% | 242.90%-229.4pp | 75.13%-61.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,608 | $3,084+49.4% | $2,729+68.9% | $4,660-1.1% |
| Participant deferral / active EE | $5,260 | $4,676+12.5% | $4,264+23.4% | $6,688-21.4% |
| Admin fee / account holder | $109 | $6,221-98.2% | $5,654-98.1% | $13,397-99.2% |