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 | $61,529 | $90,348-31.9% | $75,972-19.0% | $145,922-57.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.90% | 620.88%-606.0pp | 359.55%-344.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,427 | $3,311+63.9% | $2,685+102.1% | $4,660+16.5% |
| Participant deferral / active EE | $14,712 | $5,162+185.0% | $4,255+245.7% | $6,688+120.0% |
| Admin fee / account holder | $230 | $8,467-97.3% | $6,467-96.4% | $13,397-98.3% |