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 | $41,742 | $202,318-79.4% | $172,739-75.8% | $152,861-72.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.89% | 1029.65%-1013.8pp | 802.84%-786.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,046 | $5,856-65.1% | $5,143-60.2% | $4,762-57.0% |
| Participant deferral / active EE | $2,334 | $5,948-60.8% | $5,198-55.1% | $5,850-60.1% |
| Admin fee / account holder | $42 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |