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 | $33,621 | $102,966-67.3% | $90,281-62.8% | $152,861-78.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.96% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,342 | $3,139-25.4% | $2,854-18.0% | $4,762-50.8% |
| Participant deferral / active EE | $1,675 | $4,281-60.9% | $3,885-56.9% | $5,850-71.4% |
| Admin fee / account holder | $19 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |