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 | $34,567 | $157,256-78.0% | $141,162-75.5% | $152,861-77.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.89% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $2,876 | $5,261-45.3% | $4,735-39.3% | $4,762-39.6% |
| Participant deferral / active EE | $9,420 | $7,109+32.5% | $6,709+40.4% | $5,850+61.0% |
| Admin fee / account holder | $299 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |