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 | $41,649 | $198,466-79.0% | $170,442-75.6% | $147,584-71.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.09% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,511 | $6,184-59.4% | $5,433-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $3,423 | $5,629-39.2% | $4,939-30.7% | $5,439-37.1% |
| Admin fee / account holder | $44 | $16,852-99.7% | $13,880-99.7% | $10,885-99.6% |