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 | $23,304 | $183,519-87.3% | $155,509-85.0% | $145,922-84.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,461 | $5,313-16.0% | $4,672-4.5% | $4,660-4.3% |
| Participant deferral / active EE | $4,357 | $6,462-32.6% | $5,626-22.6% | $6,688-34.8% |
| Admin fee / account holder | $299 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |