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 | $40,890 | $105,998-61.4% | $92,233-55.7% | $147,584-72.3% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 21.52% | 50.05%-28.5pp | 176.28%-154.8pp | 578.55%-557.0pp |
| Employer contribution / active EE | $10,124 | $4,333+133.6% | $3,679+175.1% | $4,876+107.6% |
| Participant deferral / active EE | $5,754 | $4,478+28.5% | $3,897+47.7% | $5,439+5.8% |
| Admin fee / account holder | $30 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |