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 | $62,316 | $183,963-66.1% | $162,163-61.6% | $152,861-59.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.59% | 150.76%-119.2pp | 115.59%-84.0pp | 345.32%-313.7pp |
| Employer contribution / active EE | $5,838 | $6,371-8.4% | $5,614+4.0% | $4,762+22.6% |
| Participant deferral / active EE | $11,636 | $8,034+44.8% | $7,298+59.4% | $5,850+98.9% |
| Admin fee / account holder | $24 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |