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 | $35,690 | $150,440-76.3% | $136,294-73.8% | $147,584-75.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.63% | 1049.08%-1023.5pp | 5155.94%-5130.3pp | 578.55%-552.9pp |
| Employer contribution / active EE | $6,067 | $5,256+15.4% | $4,695+29.2% | $4,876+24.4% |
| Participant deferral / active EE | $6,067 | $6,630-8.5% | $6,247-2.9% | $5,439+11.6% |
| Admin fee / account holder | $136 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |