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 | $29,490 | $150,440-80.4% | $136,294-78.4% | $147,584-80.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.43% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $1,929 | $5,256-63.3% | $4,695-58.9% | $4,876-60.4% |
| Participant deferral / active EE | $6,000 | $6,630-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $249 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |