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 | $31,337 | $109,817-71.5% | $98,442-68.2% | $167,490-81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.99% | 1956.69%-1941.7pp | 1492.73%-1477.7pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,478 | $3,224-23.1% | $2,960-16.3% | $4,837-48.8% |
| Participant deferral / active EE | $3,442 | $4,673-26.4% | $4,276-19.5% | $6,341-45.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |