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 | $39,610 | $115,770-65.8% | $101,248-60.9% | $158,922-75.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.96% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $6,280 | $4,175+50.4% | $3,660+71.6% | $4,761+31.9% |
| Participant deferral / active EE | $10,562 | $4,957+113.1% | $4,370+141.7% | $5,982+76.6% |
| Admin fee / account holder | $130 | $7,245-98.2% | $5,945-97.8% | $11,246-98.8% |