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 | $24,013 | $74,888-67.9% | $71,209-66.3% | $142,382-83.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 263.03% | 345.14%-82.1pp | 282.51%-19.5pp | 217.08%+45.9pp |
| Employer contribution / active EE | $3,425 | $2,854+20.0% | $2,721+25.9% | $4,299-20.3% |
| Participant deferral / active EE | $6,814 | $4,454+53.0% | $4,175+63.2% | $6,507+4.7% |
| Admin fee / account holder | $136 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |