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 | $44,967 | $183,963-75.6% | $162,163-72.3% | $152,861-70.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.38% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,624 | $6,371-43.1% | $5,614-35.5% | $4,762-23.9% |
| Participant deferral / active EE | $7,600 | $8,034-5.4% | $7,298+4.1% | $5,850+29.9% |
| Admin fee / account holder | $117 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |