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 | $41,986 | $106,890-60.7% | $84,015-50.0% | $152,861-72.5% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 23.51% | 104.99%-81.5pp | 71.31%-47.8pp | 345.32%-321.8pp |
| Employer contribution / active EE | $2,738 | $2,734+0.1% | $1,983+38.0% | $4,762-42.5% |
| Participant deferral / active EE | $6,318 | $4,011+57.5% | $3,239+95.1% | $5,850+8.0% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |