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 | $39,449 | $150,187-73.7% | $120,354-67.2% | $145,922-73.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.52% | 154.07%-136.5pp | 107.15%-89.6pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,275 | $4,348-47.7% | $3,463-34.3% | $4,660-51.2% |
| Participant deferral / active EE | $2,636 | $6,173-57.3% | $4,991-47.2% | $6,688-60.6% |
| Admin fee / account holder | $176 | $12,207-98.6% | $9,423-98.1% | $13,397-98.7% |