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 | $65,750 | $210,648-68.8% | $177,989-63.1% | $145,922-54.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 28.50% | 385.86%-357.4pp | 294.48%-266.0pp | 561.29%-532.8pp |
| Employer contribution / active EE | $2,020 | $4,565-55.7% | $3,949-48.8% | $4,660-56.6% |
| Participant deferral / active EE | $3,303 | $6,958-52.5% | $6,276-47.4% | $6,688-50.6% |
| Admin fee / account holder | $246 | $12,013-98.0% | $10,363-97.6% | $13,397-98.2% |