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 | $52,791 | $73,515-28.2% | $62,995-16.2% | $147,584-64.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.70% | 175.43%-158.7pp | 87.57%-70.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $4,938 | $3,320+48.7% | $2,759+79.0% | $4,876+1.3% |
| Participant deferral / active EE | $5,626 | $4,185+34.4% | $3,329+69.0% | $5,439+3.4% |
| Admin fee / account holder | $159 | $5,953-97.3% | $3,600-95.6% | $10,885-98.5% |