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 | $29,615 | $152,587-80.6% | $125,175-76.3% | $152,861-80.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.62% | 54.84%-34.2pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,067 | $4,946-38.0% | $3,865-20.7% | $4,762-35.6% |
| Participant deferral / active EE | $4,309 | $5,868-26.6% | $4,937-12.7% | $5,850-26.3% |
| Admin fee / account holder | $96 | $13,434-99.3% | $9,702-99.0% | $11,596-99.2% |