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 | $31,999 | $169,032-81.1% | $129,207-75.2% | $145,922-78.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.37% | 14330.11%-14317.7pp | 9417.33%-9405.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $675 | $5,537-87.8% | $4,153-83.7% | $4,660-85.5% |
| Participant deferral / active EE | $2,767 | $4,987-44.5% | $4,168-33.6% | $6,688-58.6% |
| Admin fee / account holder | $8 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |