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 | $45,271 | $217,402-79.2% | $185,823-75.6% | $167,490-73.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.08% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $5,066 | $5,873-13.7% | $5,167-2.0% | $4,837+4.7% |
| Participant deferral / active EE | $2,715 | $6,356-57.3% | $5,568-51.2% | $6,341-57.2% |
| Admin fee / account holder | $157 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |