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 | $37,523 | $112,096-66.5% | $95,952-60.9% | $158,922-76.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.30% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $5,239 | $3,198+63.8% | $2,541+106.2% | $4,761+10.0% |
| Participant deferral / active EE | $3,052 | $4,784-36.2% | $4,167-26.8% | $5,982-49.0% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |