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 | $37,457 | $209,411-82.1% | $178,490-79.0% | $158,922-76.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.85% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,062 | $5,706-28.8% | $5,011-18.9% | $4,761-14.7% |
| Participant deferral / active EE | $3,558 | $5,954-40.2% | $5,202-31.6% | $5,982-40.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |