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 | $52,306 | $90,600-42.3% | $79,464-34.2% | $135,375-61.4% |
| Participation rate | 71.4% | 76.0%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | 34.08% | 977.43%-943.4pp | 718.14%-684.1pp | 519.73%-485.7pp |
| Employer contribution / active EE | $5,904 | $3,068+92.5% | $2,800+110.8% | $4,779+23.6% |
| Participant deferral / active EE | $3,799 | $4,050-6.2% | $3,704+2.6% | $5,609-32.3% |
| Admin fee / account holder | $25 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |