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 | $23,177 | $105,859-78.1% | $90,160-74.3% | $147,584-84.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 35.16% | 37.63%-2.5pp | 34.88%+0.3pp | 578.55%-543.4pp |
| Employer contribution / active EE | $2,649 | $4,126-35.8% | $3,318-20.2% | $4,876-45.7% |
| Participant deferral / active EE | $12,199 | $5,733+112.8% | $5,288+130.7% | $5,439+124.3% |
| Admin fee / account holder | $18 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |