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 | $50,467 | $157,256-67.9% | $141,162-64.2% | $152,861-67.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.18% | 64.32%-35.1pp | 71.39%-42.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $3,600 | $5,261-31.6% | $4,735-24.0% | $4,762-24.4% |
| Participant deferral / active EE | $5,657 | $7,109-20.4% | $6,709-15.7% | $5,850-3.3% |
| Admin fee / account holder | $55 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |