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 | $31,227 | $165,912-81.2% | $122,332-74.5% | $147,584-78.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 8.69% | 34.55%-25.9pp | 30.27%-21.6pp | 578.55%-569.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,853 | $4,005-3.8% | $3,287+17.2% | $5,439-29.2% |
| Admin fee / account holder | $45 | $7,424-99.4% | $5,478-99.2% | $10,885-99.6% |