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 | $33,908 | $157,256-78.4% | $141,162-76.0% | $152,861-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 117.62% | 64.32%+53.3pp | 71.39%+46.2pp | 345.32%-227.7pp |
| Employer contribution / active EE | $3,190 | $5,261-39.4% | $4,735-32.6% | $4,762-33.0% |
| Participant deferral / active EE | $8,132 | $7,109+14.4% | $6,709+21.2% | $5,850+39.0% |
| Admin fee / account holder | $123 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |