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 | $61,550 | $96,635-36.3% | $86,612-28.9% | $139,434-55.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.69% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,497 | $3,263-23.5% | $3,022-17.4% | $4,751-47.4% |
| Participant deferral / active EE | $5,227 | $4,836+8.1% | $4,438+17.8% | $6,710-22.1% |
| Admin fee / account holder | $172 | $6,408-97.3% | $5,614-96.9% | $11,403-98.5% |