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 | $30,741 | $157,256-80.5% | $141,162-78.2% | $152,861-79.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.49% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,152 | $5,261-59.1% | $4,735-54.5% | $4,762-54.8% |
| Participant deferral / active EE | $2,593 | $7,109-63.5% | $6,709-61.3% | $5,850-55.7% |
| Admin fee / account holder | $130 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |