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 | $37,564 | $115,770-67.6% | $101,248-62.9% | $158,922-76.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.65% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,378 | $4,175-43.0% | $3,660-35.0% | $4,761-50.0% |
| Participant deferral / active EE | $9,018 | $4,957+81.9% | $4,370+106.4% | $5,982+50.7% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |