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 | $57,131 | $158,398-63.9% | $126,539-54.9% | $142,382-59.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.57% | 593.76%-578.2pp | 425.95%-410.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,990 | $4,650-57.2% | $3,674-45.8% | $4,299-53.7% |
| Participant deferral / active EE | $4,733 | $4,767-0.7% | $4,083+15.9% | $6,507-27.3% |
| Admin fee / account holder | $9 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |