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 | $99,334 | $133,922-25.8% | $116,228-14.5% | $142,382-30.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.27% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,443 | $3,446-58.1% | $2,994-51.8% | $4,299-66.4% |
| Participant deferral / active EE | $4,057 | $5,672-28.5% | $4,953-18.1% | $6,507-37.7% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |