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 | $79,789 | $157,256-49.3% | $141,162-43.5% | $152,861-47.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.76% | 64.32%-39.6pp | 71.39%-46.6pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,941 | $5,261-44.1% | $4,735-37.9% | $4,762-38.2% |
| Participant deferral / active EE | $8,953 | $7,109+25.9% | $6,709+33.5% | $5,850+53.0% |
| Admin fee / account holder | $35 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |