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 | $23,495 | $124,185-81.1% | $108,410-78.3% | $167,490-86.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 27.65% | 1379.64%-1352.0pp | 905.27%-877.6pp | 478.56%-450.9pp |
| Employer contribution / active EE | $2,816 | $4,187-32.7% | $3,558-20.9% | $4,837-41.8% |
| Participant deferral / active EE | $9,092 | $6,908+31.6% | $6,563+38.5% | $6,341+43.4% |
| Admin fee / account holder | $8 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |