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 | $35,857 | $158,398-77.4% | $126,539-71.7% | $142,382-74.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 10.89% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $200 | $4,650-95.7% | $3,674-94.6% | $4,299-95.3% |
| Participant deferral / active EE | $800 | $4,767-83.2% | $4,083-80.4% | $6,507-87.7% |
| Admin fee / account holder | $9 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |