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 | $51,260 | $226,064-77.3% | $182,532-71.9% | $152,861-66.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.43% | 192.51%-173.1pp | 148.54%-129.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $15,594 | $4,978+213.2% | $4,076+282.6% | $4,762+227.5% |
| Participant deferral / active EE | $6,333 | $6,368-0.5% | $5,524+14.6% | $5,850+8.3% |
| Admin fee / account holder | $17 | $10,703-99.8% | $8,592-99.8% | $11,596-99.9% |