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 | $42,133 | $109,327-61.5% | $89,391-52.9% | $158,922-73.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 21.23% | 345.68%-324.4pp | 245.62%-224.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $2,084 | $3,170-34.3% | $2,586-19.4% | $4,761-56.2% |
| Participant deferral / active EE | $4,726 | $4,598+2.8% | $3,890+21.5% | $5,982-21.0% |
| Admin fee / account holder | $55 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |