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 | $37,367 | $150,440-75.2% | $136,294-72.6% | $147,584-74.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.23% | 1049.08%-1030.8pp | 5155.94%-5137.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,819 | $5,256-65.4% | $4,695-61.3% | $4,876-62.7% |
| Participant deferral / active EE | $10,225 | $6,630+54.2% | $6,247+63.7% | $5,439+88.0% |
| Admin fee / account holder | $71 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |