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 | $53,475 | $202,318-73.6% | $172,739-69.0% | $152,861-65.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.24% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,426 | $5,856-75.6% | $5,143-72.3% | $4,762-70.1% |
| Participant deferral / active EE | $7,500 | $5,948+26.1% | $5,198+44.3% | $5,850+28.2% |
| Admin fee / account holder | $26 | $17,109-99.8% | $13,954-99.8% | $11,596-99.8% |