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 | $29,394 | $159,901-81.6% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 14.69% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,035 | $5,286-80.4% | $4,933-79.0% | $4,660-77.8% |
| Participant deferral / active EE | $2,609 | $8,428-69.1% | $8,070-67.7% | $6,688-61.0% |
| Admin fee / account holder | $225 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |