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 | $25,401 | $99,020-74.3% | $86,590-70.7% | $147,584-82.8% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 46.90% | 1312.34%-1265.4pp | 964.84%-917.9pp | 578.55%-531.6pp |
| Employer contribution / active EE | $3,746 | $3,132+19.6% | $2,839+31.9% | $4,876-23.2% |
| Participant deferral / active EE | $5,407 | $3,972+36.1% | $3,609+49.8% | $5,439-0.6% |
| Admin fee / account holder | $14 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |