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 | $18,642 | $105,859-82.4% | $90,160-79.3% | $147,584-87.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 248.86% | 37.63%+211.2pp | 34.88%+214.0pp | 578.55%-329.7pp |
| Employer contribution / active EE | $3,665 | $4,126-11.2% | $3,318+10.4% | $4,876-24.8% |
| Participant deferral / active EE | $7,653 | $5,733+33.5% | $5,288+44.7% | $5,439+40.7% |
| Admin fee / account holder | $85 | $8,046-98.9% | $5,943-98.6% | $10,885-99.2% |