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 | $23,290 | $105,998-78.0% | $92,233-74.7% | $147,584-84.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 27.65% | 50.05%-22.4pp | 176.28%-148.6pp | 578.55%-550.9pp |
| Employer contribution / active EE | $7,301 | $4,333+68.5% | $3,679+98.4% | $4,876+49.7% |
| Participant deferral / active EE | $3,278 | $4,478-26.8% | $3,897-15.9% | $5,439-39.7% |
| Admin fee / account holder | $263 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |