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 | $31,647 | $109,817-71.2% | $98,442-67.9% | $167,490-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.83% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,612 | $3,224-50.0% | $2,960-45.5% | $4,837-66.7% |
| Participant deferral / active EE | $1,691 | $4,673-63.8% | $4,276-60.4% | $6,341-73.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |