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 | $20,117 | $84,695-76.2% | $73,843-72.8% | $125,391-84.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.72% | 3123.53%-3118.8pp | 2267.84%-2263.1pp | 282.22%-277.5pp |
| Employer contribution / active EE | $3,942 | $3,123+26.2% | $2,787+41.4% | $4,866-19.0% |
| Participant deferral / active EE | $4,801 | $3,992+20.2% | $3,583+34.0% | $5,352-10.3% |
| Admin fee / account holder | $205 | $5,691-96.4% | $4,880-95.8% | $9,540-97.9% |