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 | $41,944 | $171,865-75.6% | $149,718-72.0% | $147,584-71.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.60% | 2113.22%-2087.6pp | 1501.63%-1476.0pp | 578.55%-552.9pp |
| Employer contribution / active EE | $2,112 | $6,275-66.3% | $5,445-61.2% | $4,876-56.7% |
| Participant deferral / active EE | $11,042 | $7,271+51.9% | $6,569+68.1% | $5,439+103.0% |
| Admin fee / account holder | $61 | $13,799-99.6% | $11,283-99.5% | $10,885-99.4% |