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 | $61,985 | $157,256-60.6% | $141,162-56.1% | $152,861-59.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.65% | 64.32%-30.7pp | 71.39%-37.7pp | 345.32%-311.7pp |
| Employer contribution / active EE | $2,696 | $5,261-48.8% | $4,735-43.1% | $4,762-43.4% |
| Participant deferral / active EE | $10,243 | $7,109+44.1% | $6,709+52.7% | $5,850+75.1% |
| Admin fee / account holder | $66 | $12,120-99.5% | $10,261-99.4% | $11,596-99.4% |