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 | $72,908 | $150,187-51.5% | $120,354-39.4% | $145,922-50.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.90% | 154.07%-139.2pp | 107.15%-92.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,762 | $4,348-13.5% | $3,463+8.6% | $4,660-19.3% |
| Participant deferral / active EE | $4,850 | $6,173-21.4% | $4,991-2.8% | $6,688-27.5% |
| Admin fee / account holder | $290 | $12,207-97.6% | $9,423-96.9% | $13,397-97.8% |