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 | $27,668 | $105,998-73.9% | $92,233-70.0% | $147,584-81.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.14% | 50.05%-25.9pp | 176.28%-152.1pp | 578.55%-554.4pp |
| Employer contribution / active EE | $3,021 | $4,333-30.3% | $3,679-17.9% | $4,876-38.1% |
| Participant deferral / active EE | $5,298 | $4,478+18.3% | $3,897+36.0% | $5,439-2.6% |
| Admin fee / account holder | $182 | $6,332-97.1% | $5,194-96.5% | $10,885-98.3% |