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 | $58,158 | $74,888-22.3% | $71,209-18.3% | $142,382-59.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.30% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,285 | $2,854-20.0% | $2,721-16.0% | $4,299-46.9% |
| Participant deferral / active EE | $2,356 | $4,454-47.1% | $4,175-43.6% | $6,507-63.8% |
| Admin fee / account holder | $104 | $5,568-98.1% | $5,349-98.1% | $12,624-99.2% |