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 | $28,904 | $99,652-71.0% | $78,778-63.3% | $147,584-80.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.37% | 47.28%-26.9pp | 35.62%-15.2pp | 578.55%-558.2pp |
| Employer contribution / active EE | $505 | $2,796-82.0% | $1,986-74.6% | $4,876-89.7% |
| Participant deferral / active EE | $987 | $3,664-73.0% | $2,958-66.6% | $5,439-81.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |