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 | $34,461 | $99,079-65.2% | $77,999-55.8% | $273,961-87.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 11.63% | 217.93%-206.3pp | 425.96%-414.3pp | 41.45%-29.8pp |
| Employer contribution / active EE | $1,675 | $3,308-49.4% | $2,470-32.2% | $4,869-65.6% |
| Participant deferral / active EE | $4,644 | $4,306+7.8% | $3,497+32.8% | $5,287-12.2% |
| Admin fee / account holder | $1 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |