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 | $38,358 | $150,440-74.5% | $136,294-71.9% | $147,584-74.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.56% | 1049.08%-1036.5pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $3,307 | $5,256-37.1% | $4,695-29.6% | $4,876-32.2% |
| Participant deferral / active EE | $7,166 | $6,630+8.1% | $6,247+14.7% | $5,439+31.8% |
| Admin fee / account holder | $176 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |