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 | $36,312 | $63,346-42.7% | $92,233-60.6% | $70,131-48.2% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 32.25% | 530.12%-497.9pp | 176.28%-144.0pp | 73.14%-40.9pp |
| Employer contribution / active EE | $2,029 | $2,471-17.9% | $3,679-44.9% | $2,342-13.4% |
| Participant deferral / active EE | $4,621 | $2,854+61.9% | $3,897+18.6% | $3,332+38.7% |
| Admin fee / account holder | $78 | $3,840-98.0% | $5,194-98.5% | $4,645-98.3% |