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 | $41,512 | $198,466-79.1% | $170,442-75.6% | $147,584-71.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.23% | 257.29%-234.1pp | 205.93%-182.7pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,722 | $6,184-72.2% | $5,433-68.3% | $4,876-64.7% |
| Participant deferral / active EE | $8,903 | $5,629+58.1% | $4,939+80.2% | $5,439+63.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |