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 | $37,400 | $202,318-81.5% | $172,739-78.3% | $152,861-75.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.88% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,043 | $5,856-65.1% | $5,143-60.3% | $4,762-57.1% |
| Participant deferral / active EE | $9,227 | $5,948+55.1% | $5,198+77.5% | $5,850+57.7% |
| Admin fee / account holder | $193 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |