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 | $41,327 | $157,256-73.7% | $141,162-70.7% | $152,861-73.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.20% | 64.32%-38.1pp | 71.39%-45.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $3,078 | $5,261-41.5% | $4,735-35.0% | $4,762-35.4% |
| Participant deferral / active EE | $6,478 | $7,109-8.9% | $6,709-3.4% | $5,850+10.7% |
| Admin fee / account holder | $272 | $12,120-97.8% | $10,261-97.3% | $11,596-97.7% |