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 | $25,694 | $175,202-85.3% | $149,673-82.8% | $139,434-81.6% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 23.41% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $11,083 | $5,474+102.5% | $4,818+130.1% | $4,751+133.3% |
| Participant deferral / active EE | $6,000 | $6,519-8.0% | $5,680+5.6% | $6,710-10.6% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |