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 | $35,924 | $162,781-77.9% | $133,956-73.2% | $158,922-77.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.77% | 41.94%-25.2pp | 45.09%-28.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,664 | $5,911-38.0% | $5,048-27.4% | $5,982-38.8% |
| Admin fee / account holder | $14 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |