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 | $57,981 | $105,998-45.3% | $92,233-37.1% | $147,584-60.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.34% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,658 | $4,333-61.7% | $3,679-54.9% | $4,876-66.0% |
| Participant deferral / active EE | $3,057 | $4,478-31.7% | $3,897-21.6% | $5,439-43.8% |
| Admin fee / account holder | $278 | $6,332-95.6% | $5,194-94.6% | $10,885-97.4% |