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 | $55,899 | $157,256-64.5% | $141,162-60.4% | $152,861-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.68% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,714 | $5,261-67.4% | $4,735-63.8% | $4,762-64.0% |
| Participant deferral / active EE | $3,283 | $7,109-53.8% | $6,709-51.1% | $5,850-43.9% |
| Admin fee / account holder | $258 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |