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 | $41,762 | $133,922-68.8% | $116,228-64.1% | $142,382-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.11% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $999 | $3,446-71.0% | $2,994-66.6% | $4,299-76.8% |
| Participant deferral / active EE | $2,658 | $5,672-53.1% | $4,953-46.3% | $6,507-59.1% |
| Admin fee / account holder | $134 | $14,945-99.1% | $11,989-98.9% | $12,624-98.9% |