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 | $32,108 | $202,318-84.1% | $172,739-81.4% | $152,861-79.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.46% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,749 | $5,856-53.1% | $5,143-46.6% | $4,762-42.3% |
| Participant deferral / active EE | $5,200 | $5,948-12.6% | $5,1980% | $5,850-11.1% |
| Admin fee / account holder | $271 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |