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 | $33,626 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 26.38% | 1049.08%-1022.7pp | 5155.94%-5129.6pp | 578.55%-552.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,769 | $6,630-58.2% | $6,247-55.7% | $5,439-49.1% |
| Admin fee / account holder | $184 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |