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 | $51,362 | $217,402-76.4% | $185,823-72.4% | $167,490-69.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.00% | 148.36%-133.4pp | 122.05%-107.1pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,864 | $5,873-68.3% | $5,167-63.9% | $4,837-61.5% |
| Participant deferral / active EE | $10,876 | $6,356+71.1% | $5,568+95.3% | $6,341+71.5% |
| Admin fee / account holder | $41 | $19,811-99.8% | $16,237-99.7% | $12,309-99.7% |