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 | $40,669 | $112,096-63.7% | $95,952-57.6% | $158,922-74.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.71% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $7,609 | $3,198+137.9% | $2,541+199.4% | $4,761+59.8% |
| Participant deferral / active EE | $3,865 | $4,784-19.2% | $4,167-7.2% | $5,982-35.4% |
| Admin fee / account holder | $74 | $10,130-99.3% | $6,795-98.9% | $11,246-99.3% |