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 | $109,982-68.7% | $97,226-64.6% | $145,922-76.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.39% | 242.90%-234.5pp | 75.13%-66.7pp | 561.29%-552.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,509 | $4,676-46.3% | $4,264-41.2% | $6,688-62.5% |
| Admin fee / account holder | $71 | $6,221-98.9% | $5,654-98.7% | $13,397-99.5% |