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 | $40,654 | $171,865-76.3% | $149,718-72.8% | $147,584-72.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,732 | $6,275-72.4% | $5,445-68.2% | $4,876-64.5% |
| Participant deferral / active EE | $12,225 | $7,271+68.1% | $6,569+86.1% | $5,439+124.8% |
| Admin fee / account holder | $226 | $13,799-98.4% | $11,283-98.0% | $10,885-97.9% |