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 | $29,309 | $180,449-83.8% | $154,107-81.0% | $135,375-78.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.30% | 888.09%-885.8pp | 735.12%-732.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $13,677 | $6,035+126.6% | $5,298+158.2% | $4,779+186.2% |
| Participant deferral / active EE | $6,000 | $5,806+3.3% | $5,081+18.1% | $5,609+7.0% |
| Admin fee / account holder | $72 | $16,143-99.6% | $13,411-99.5% | $10,827-99.3% |