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 | $46,063 | $183,963-75.0% | $162,163-71.6% | $152,861-69.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.94% | 150.76%-122.8pp | 115.59%-87.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,473 | $6,371-61.2% | $5,614-55.9% | $4,762-48.1% |
| Participant deferral / active EE | $16,229 | $8,034+102.0% | $7,298+122.4% | $5,850+177.4% |
| Admin fee / account holder | $114 | $13,121-99.1% | $10,843-98.9% | $11,596-99.0% |