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 | $35,129 | $150,440-76.6% | $136,294-74.2% | $147,584-76.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.70% | 1049.08%-1017.4pp | 5155.94%-5124.2pp | 578.55%-546.9pp |
| Employer contribution / active EE | $3,805 | $5,256-27.6% | $4,695-19.0% | $4,876-22.0% |
| Participant deferral / active EE | $5,397 | $6,630-18.6% | $6,247-13.6% | $5,439-0.8% |
| Admin fee / account holder | $102 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |