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 | $56,190 | $165,335-66.0% | $149,696-62.5% | $158,922-64.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.90% | 348.15%-320.2pp | 276.60%-248.7pp | 302.83%-274.9pp |
| Employer contribution / active EE | $2,385 | $5,103-53.3% | $4,644-48.6% | $4,761-49.9% |
| Participant deferral / active EE | $3,250 | $7,181-54.7% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $27 | $10,807-99.7% | $9,309-99.7% | $11,246-99.8% |