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 9-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 | $34,230 | $150,440-77.2% | $136,294-74.9% | $147,584-76.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.23% | 1049.08%-1035.9pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $970 | $5,256-81.5% | $4,695-79.3% | $4,876-80.1% |
| Participant deferral / active EE | $4,252 | $6,630-35.9% | $6,247-31.9% | $5,439-21.8% |
| Admin fee / account holder | $45 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |