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 | $43,457 | $157,256-72.4% | $141,162-69.2% | $152,861-71.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.19% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $5,166 | $5,261-1.8% | $4,735+9.1% | $4,762+8.5% |
| Participant deferral / active EE | $8,834 | $7,109+24.3% | $6,709+31.7% | $5,850+51.0% |
| Admin fee / account holder | $292 | $12,120-97.6% | $10,261-97.2% | $11,596-97.5% |