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 | $41,736 | $226,064-81.5% | $182,532-77.1% | $152,861-72.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 30.27% | 192.51%-162.2pp | 148.54%-118.3pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,430 | $4,978-71.3% | $4,076-64.9% | $4,762-70.0% |
| Participant deferral / active EE | $2,692 | $6,368-57.7% | $5,524-51.3% | $5,850-54.0% |
| Admin fee / account holder | $229 | $10,703-97.9% | $8,592-97.3% | $11,596-98.0% |