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 6-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 | $36,421 | $217,402-83.2% | $185,823-80.4% | $167,490-78.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.80% | 148.36%-124.6pp | 122.05%-98.3pp | 478.56%-454.8pp |
| Employer contribution / active EE | $11,366 | $5,873+93.5% | $5,167+120.0% | $4,837+135.0% |
| Participant deferral / active EE | $21,932 | $6,356+245.0% | $5,568+293.9% | $6,341+245.9% |
| Admin fee / account holder | $161 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |