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 | $26,176 | $99,020-73.6% | $86,590-69.8% | $147,584-82.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 32.59% | 1312.34%-1279.7pp | 964.84%-932.3pp | 578.55%-546.0pp |
| Employer contribution / active EE | $7,193 | $3,132+129.7% | $2,839+153.4% | $4,876+47.5% |
| Participant deferral / active EE | $7,242 | $3,972+82.3% | $3,609+100.7% | $5,439+33.2% |
| Admin fee / account holder | $256 | $5,710-95.5% | $4,906-94.8% | $10,885-97.7% |