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 | $55,211 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.31% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $7,293 | $5,261+38.6% | $4,735+54.0% | $4,762+53.1% |
| Participant deferral / active EE | $4,575 | $7,109-35.6% | $6,709-31.8% | $5,850-21.8% |
| Admin fee / account holder | $226 | $12,120-98.1% | $10,261-97.8% | $11,596-98.1% |