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 | $43,370 | $106,890-59.4% | $84,015-48.4% | $152,861-71.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.83% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.5pp |
| Employer contribution / active EE | $6,433 | $2,734+135.3% | $1,983+224.3% | $4,762+35.1% |
| Participant deferral / active EE | $13,912 | $4,011+246.8% | $3,239+329.5% | $5,850+137.8% |
| Admin fee / account holder | $223 | $8,285-97.3% | $6,101-96.3% | $11,596-98.1% |