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 | $50,301 | $152,587-67.0% | $125,175-59.8% | $152,861-67.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 35.78% | 54.84%-19.1pp | 43.79%-8.0pp | 345.32%-309.5pp |
| Employer contribution / active EE | $4,206 | $4,946-15.0% | $3,865+8.8% | $4,762-11.7% |
| Participant deferral / active EE | $6,913 | $5,868+17.8% | $4,937+40.0% | $5,850+18.2% |
| Admin fee / account holder | $204 | $13,434-98.5% | $9,702-97.9% | $11,596-98.2% |