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 | $42,272 | $158,398-73.3% | $126,539-66.6% | $142,382-70.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.11% | 593.76%-572.6pp | 425.95%-404.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,241 | $4,650-30.3% | $3,674-11.8% | $4,299-24.6% |
| Participant deferral / active EE | $24,303 | $4,767+409.8% | $4,083+495.3% | $6,507+273.5% |
| Admin fee / account holder | $186 | $6,918-97.3% | $6,065-96.9% | $12,624-98.5% |