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 | $25,310 | $176,662-85.7% | $130,648-80.6% | $152,861-83.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.75% | 2692.24%-2670.5pp | 1708.96%-1687.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $936 | $5,742-83.7% | $4,092-77.1% | $4,762-80.4% |
| Participant deferral / active EE | $1,060 | $4,361-75.7% | $3,603-70.6% | $5,850-81.9% |
| Admin fee / account holder | $126 | $7,133-98.2% | $5,464-97.7% | $11,596-98.9% |