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 | $27,620 | $99,652-72.3% | $78,778-64.9% | $147,584-81.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.14% | 47.28%-36.1pp | 35.62%-24.5pp | 578.55%-567.4pp |
| Employer contribution / active EE | $7,592 | $2,796+171.6% | $1,986+282.3% | $4,876+55.7% |
| Participant deferral / active EE | $4,729 | $3,664+29.1% | $2,958+59.9% | $5,439-13.0% |
| Admin fee / account holder | $188 | $7,155-97.4% | $5,134-96.3% | $10,885-98.3% |