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 | $43,306 | $176,662-75.5% | $130,648-66.9% | $152,861-71.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 19.26% | 2692.24%-2673.0pp | 1708.96%-1689.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $4,268 | $5,742-25.7% | $4,092+4.3% | $4,762-10.4% |
| Participant deferral / active EE | $3,453 | $4,361-20.8% | $3,603-4.2% | $5,850-41.0% |
| Admin fee / account holder | $199 | $7,133-97.2% | $5,464-96.4% | $11,596-98.3% |