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 | $44,089 | $107,334-58.9% | $92,893-52.5% | $152,861-71.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.92% | 145.58%-126.7pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,968 | $4,221+65.1% | $3,653+90.8% | $4,762+46.3% |
| Participant deferral / active EE | $2,714 | $4,845-44.0% | $4,236-35.9% | $5,850-53.6% |
| Admin fee / account holder | $270 | $7,079-96.2% | $5,794-95.3% | $11,596-97.7% |