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 | $31,966 | $70,756-54.8% | $65,493-51.2% | $142,382-77.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.44% | 1754.89%-1736.4pp | 982.45%-964.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,483 | $2,881+55.6% | $2,574+74.1% | $4,299+4.3% |
| Participant deferral / active EE | $4,483 | $4,637-3.3% | $3,961+13.2% | $6,507-31.1% |
| Admin fee / account holder | $73 | $6,559-98.9% | $5,028-98.5% | $12,624-99.4% |