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 | $49,693 | $105,998-53.1% | $92,233-46.1% | $147,584-66.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.23% | 50.05%-31.8pp | 176.28%-158.1pp | 578.55%-560.3pp |
| Employer contribution / active EE | $5,585 | $4,333+28.9% | $3,679+51.8% | $4,876+14.5% |
| Participant deferral / active EE | $4,762 | $4,478+6.3% | $3,897+22.2% | $5,439-12.4% |
| Admin fee / account holder | $158 | $6,332-97.5% | $5,194-97.0% | $10,885-98.5% |