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 | $29,917 | $169,032-82.3% | $129,207-76.8% | $145,922-79.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.93% | 14330.11%-14320.2pp | 9417.33%-9407.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,488 | $5,537-37.0% | $4,153-16.0% | $4,660-25.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $216 | $9,954-97.8% | $7,715-97.2% | $13,397-98.4% |