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 | $44,031 | $72,400-39.2% | $67,502-34.8% | $145,922-69.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 20.21% | 7182.46%-7162.3pp | 3512.12%-3491.9pp | 561.29%-541.1pp |
| Employer contribution / active EE | $4,205 | $3,069+37.0% | $2,731+54.0% | $4,660-9.8% |
| Participant deferral / active EE | $8,136 | $4,783+70.1% | $4,000+103.4% | $6,688+21.7% |
| Admin fee / account holder | $164 | $5,539-97.0% | $3,998-95.9% | $13,397-98.8% |