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 | $55,051 | $183,519-70.0% | $155,509-64.6% | $145,922-62.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,607 | $5,313-32.1% | $4,672-22.8% | $4,660-22.6% |
| Participant deferral / active EE | $8,477 | $6,462+31.2% | $5,626+50.7% | $6,688+26.8% |
| Admin fee / account holder | $204 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |