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 | $31,489 | $157,256-80.0% | $141,162-77.7% | $152,861-79.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.06% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $1,465 | $5,261-72.2% | $4,735-69.1% | $4,762-69.2% |
| Participant deferral / active EE | $5,366 | $7,109-24.5% | $6,709-20.0% | $5,850-8.3% |
| Admin fee / account holder | $92 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |