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 | $38,339 | $171,865-77.7% | $149,718-74.4% | $147,584-74.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.82% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,624 | $6,275-58.2% | $5,445-51.8% | $4,876-46.2% |
| Participant deferral / active EE | $7,197 | $7,271-1.0% | $6,569+9.6% | $5,439+32.3% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,283-99.9% | $10,885-99.8% |