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 | $32,952 | $105,998-68.9% | $92,233-64.3% | $147,584-77.7% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 25.87% | 50.05%-24.2pp | 176.28%-150.4pp | 578.55%-552.7pp |
| Employer contribution / active EE | $2,627 | $4,333-39.4% | $3,679-28.6% | $4,876-46.1% |
| Participant deferral / active EE | $4,676 | $4,478+4.4% | $3,897+20.0% | $5,439-14.0% |
| Admin fee / account holder | $243 | $6,332-96.2% | $5,194-95.3% | $10,885-97.8% |