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 | $39,825 | $97,044-59.0% | $83,333-52.2% | $135,375-70.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 291.81% | 12.31%+279.5pp | 10.63%+281.2pp | 519.73%-227.9pp |
| Employer contribution / active EE | $2,399 | $4,143-42.1% | $3,379-29.0% | $4,779-49.8% |
| Participant deferral / active EE | $6,765 | $5,964+13.4% | $5,565+21.6% | $5,609+20.6% |
| Admin fee / account holder | $14 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |