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 | $58,128 | $96,635-39.8% | $86,612-32.9% | $139,434-58.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.50% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,624 | $3,263+41.7% | $3,022+53.0% | $4,751-2.7% |
| Participant deferral / active EE | $10,199 | $4,836+110.9% | $4,438+129.8% | $6,710+52.0% |
| Admin fee / account holder | $45 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |