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 | $35,131 | $144,119-75.6% | $117,854-70.2% | $147,584-76.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 24.49% | 531.15%-506.7pp | 335.08%-310.6pp | 578.55%-554.1pp |
| Employer contribution / active EE | $2,073 | $4,896-57.7% | $3,786-45.2% | $4,876-57.5% |
| Participant deferral / active EE | $10,291 | $5,316+93.6% | $4,482+129.6% | $5,439+89.2% |
| Admin fee / account holder | $160 | $10,886-98.5% | $8,020-98.0% | $10,885-98.5% |