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 | $56,217 | $210,648-73.3% | $177,989-68.4% | $145,922-61.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.46% | 385.86%-368.4pp | 294.48%-277.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $5,794 | $4,565+26.9% | $3,949+46.7% | $4,660+24.4% |
| Participant deferral / active EE | $6,042 | $6,958-13.2% | $6,276-3.7% | $6,688-9.7% |
| Admin fee / account holder | $9 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |