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 | $35,317 | $210,648-83.2% | $177,989-80.2% | $145,922-75.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.48% | 385.86%-371.4pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $5,250 | $4,565+15.0% | $3,949+33.0% | $4,660+12.7% |
| Participant deferral / active EE | $30,484 | $6,958+338.1% | $6,276+385.7% | $6,688+355.8% |
| Admin fee / account holder | $60 | $12,013-99.5% | $10,363-99.4% | $13,397-99.6% |