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 | $51,613 | $157,256-67.2% | $141,162-63.4% | $152,861-66.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.72% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $4,555 | $5,261-13.4% | $4,735-3.8% | $4,762-4.3% |
| Participant deferral / active EE | $10,420 | $7,109+46.6% | $6,709+55.3% | $5,850+78.1% |
| Admin fee / account holder | $179 | $12,120-98.5% | $10,261-98.3% | $11,596-98.5% |