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 | $30,278 | $117,381-74.2% | $99,443-69.6% | $152,861-80.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 23.62% | 31.87%-8.2pp | 30.72%-7.1pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,564 | $3,013-14.9% | $2,540+1.0% | $4,762-46.2% |
| Participant deferral / active EE | $6,517 | $4,086+59.5% | $3,619+80.1% | $5,850+11.4% |
| Admin fee / account holder | $175 | $7,631-97.7% | $6,250-97.2% | $11,596-98.5% |