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 | $36,697 | $165,912-77.9% | $122,332-70.0% | $147,584-75.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 19.41% | 34.55%-15.1pp | 30.27%-10.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $5,715 | $5,754-0.7% | $4,050+41.1% | $4,876+17.2% |
| Participant deferral / active EE | $5,668 | $4,005+41.5% | $3,287+72.5% | $5,439+4.2% |
| Admin fee / account holder | $264 | $7,424-96.4% | $5,478-95.2% | $10,885-97.6% |