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 | $38,378 | $109,817-65.1% | $98,442-61.0% | $167,490-77.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.96% | 1956.69%-1945.7pp | 1492.73%-1481.8pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,013 | $3,224-37.6% | $2,960-32.0% | $4,837-58.4% |
| Participant deferral / active EE | $9,984 | $4,673+113.6% | $4,276+133.5% | $6,341+57.4% |
| Admin fee / account holder | $28 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |