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 | $41,554 | $183,963-77.4% | $162,163-74.4% | $152,861-72.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.03% | 150.76%-122.7pp | 115.59%-87.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $14,300 | $8,034+78.0% | $7,298+95.9% | $5,850+144.4% |
| Admin fee / account holder | $17 | $13,121-99.9% | $10,843-99.8% | $11,596-99.9% |