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 | $34,291 | $69,207-50.5% | $64,056-46.5% | $139,434-75.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.35% | 45.88%-24.5pp | 33.69%-12.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,384 | $3,182-56.5% | $2,747-49.6% | $4,751-70.9% |
| Participant deferral / active EE | $4,692 | $4,682+0.2% | $3,880+20.9% | $6,710-30.1% |
| Admin fee / account holder | $34 | $4,244-99.2% | $3,068-98.9% | $11,403-99.7% |