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 | $46,271 | $183,519-74.8% | $155,509-70.2% | $145,922-68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.59% | 61.17%-49.6pp | 64.67%-53.1pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,228 | $5,313-1.6% | $4,672+11.9% | $4,660+12.2% |
| Participant deferral / active EE | $3,456 | $6,462-46.5% | $5,626-38.6% | $6,688-48.3% |
| Admin fee / account holder | $34 | $19,313-99.8% | $15,912-99.8% | $13,397-99.7% |