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 | $36,461 | $88,751-58.9% | $81,812-55.4% | $145,922-75.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 15.37% | 1025.40%-1010.0pp | 773.79%-758.4pp | 561.29%-545.9pp |
| Employer contribution / active EE | $5,310 | $3,083+72.2% | $2,912+82.3% | $4,660+13.9% |
| Participant deferral / active EE | $1,135 | $4,643-75.6% | $4,319-73.7% | $6,688-83.0% |
| Admin fee / account holder | $198 | $8,415-97.6% | $7,386-97.3% | $13,397-98.5% |