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 | $56,441 | $109,817-48.6% | $98,442-42.7% | $167,490-66.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.34% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $2,414 | $3,224-25.1% | $2,960-18.4% | $4,837-50.1% |
| Participant deferral / active EE | $3,033 | $4,673-35.1% | $4,276-29.1% | $6,341-52.2% |
| Admin fee / account holder | $24 | $6,753-99.6% | $5,949-99.6% | $12,309-99.8% |