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 | $43,591 | $209,832-79.2% | $189,513-77.0% | $167,490-74.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 26.55% | 748.27%-721.7pp | 555.15%-528.6pp | 478.56%-452.0pp |
| Employer contribution / active EE | $4,398 | $6,914-36.4% | $6,162-28.6% | $4,837-9.1% |
| Participant deferral / active EE | $7,571 | $8,935-15.3% | $8,221-7.9% | $6,341+19.4% |
| Admin fee / account holder | $193 | $14,293-98.7% | $12,045-98.4% | $12,309-98.4% |