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 | $34,180 | $58,927-42.0% | $76,817-55.5% | $72,985-53.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.69% | 2305.64%-2286.0pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $6,184 | $1,787+246.1% | $2,302+168.6% | $2,440+153.5% |
| Participant deferral / active EE | $4,429 | $2,690+64.6% | $3,336+32.8% | $3,607+22.8% |
| Admin fee / account holder | $230 | $4,013-94.3% | $6,420-96.4% | $5,124-95.5% |