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 8-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 | $34,018 | $138,044-75.4% | $125,339-72.9% | $134,475-74.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.80% | 750.33%-755.1pp | 572.05%-576.8pp | 417.96%-422.8pp |
| Employer contribution / active EE | $2,352 | $5,243-55.1% | $4,814-51.1% | $4,740-50.4% |
| Participant deferral / active EE | $2,940 | $7,799-62.3% | $7,446-60.5% | $6,400-54.1% |
| Admin fee / account holder | $51 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |