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 | $40,209 | $82,630-51.3% | $64,105-37.3% | $125,391-67.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.19% | 1489.72%-1489.5pp | 791.24%-791.0pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,712 | $2,671+1.5% | $1,820+49.0% | $4,866-44.3% |
| Participant deferral / active EE | $1,759 | $3,608-51.3% | $2,822-37.7% | $5,352-67.1% |
| Admin fee / account holder | $28 | $6,382-99.6% | $4,499-99.4% | $9,540-99.7% |