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 | $37,064 | $107,934-65.7% | $91,989-59.7% | $152,861-75.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.75% | 89.24%-67.5pp | 69.02%-47.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $4,252 | $4,210+1.0% | $3,452+23.2% | $4,762-10.7% |
| Participant deferral / active EE | $4,646 | $6,364-27.0% | $5,923-21.6% | $5,850-20.6% |
| Admin fee / account holder | $35 | $10,520-99.7% | $7,743-99.5% | $11,596-99.7% |