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 | $38,496 | $168,632-77.2% | $147,614-73.9% | $125,391-69.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.91% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $9,352 | $6,252+49.6% | $5,564+68.1% | $4,866+92.2% |
| Participant deferral / active EE | $3,970 | $5,507-27.9% | $4,895-18.9% | $5,352-25.8% |
| Admin fee / account holder | $26 | $13,580-99.8% | $11,611-99.8% | $9,540-99.7% |