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 | $52,726 | $105,998-50.3% | $92,233-42.8% | $147,584-64.3% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 19.91% | 50.05%-30.1pp | 176.28%-156.4pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,122 | $4,333-74.1% | $3,679-69.5% | $4,876-77.0% |
| Participant deferral / active EE | $2,104 | $4,478-53.0% | $3,897-46.0% | $5,439-61.3% |
| Admin fee / account holder | $208 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |