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 5-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 | $33,402 | $96,305-65.3% | $80,569-58.5% | $139,434-76.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.74% | 1350.08%-1328.3pp | 935.43%-913.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $10,508 | $5,232+100.9% | $4,447+136.3% | $6,710+56.6% |
| Admin fee / account holder | $13 | $6,599-99.8% | $5,377-99.8% | $11,403-99.9% |