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 | $107,657 | $148,534-27.5% | $135,903-20.8% | $139,434-22.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.02% | 79.19%-55.2pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $11,723 | $5,243+123.6% | $4,856+141.4% | $4,751+146.7% |
| Participant deferral / active EE | $29,586 | $8,100+265.2% | $7,758+281.4% | $6,710+340.9% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.6% |