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 | $57,497 | $157,256-63.4% | $141,162-59.3% | $152,861-62.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.90% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,924 | $5,261-44.4% | $4,735-38.2% | $4,762-38.6% |
| Participant deferral / active EE | $12,235 | $7,109+72.1% | $6,709+82.4% | $5,850+109.1% |
| Admin fee / account holder | $283 | $12,120-97.7% | $10,261-97.2% | $11,596-97.6% |