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 | $35,321 | $157,256-77.5% | $141,162-75.0% | $152,861-76.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.61% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,611 | $5,261-50.4% | $4,735-44.9% | $4,762-45.2% |
| Participant deferral / active EE | $4,840 | $7,109-31.9% | $6,709-27.9% | $5,850-17.3% |
| Admin fee / account holder | $197 | $12,120-98.4% | $10,261-98.1% | $11,596-98.3% |