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 | $38,177 | $138,044-72.3% | $125,339-69.5% | $134,475-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.78% | 750.33%-751.1pp | 572.05%-572.8pp | 417.96%-418.7pp |
| Employer contribution / active EE | $1,129 | $5,243-78.5% | $4,814-76.6% | $4,740-76.2% |
| Participant deferral / active EE | $2,750 | $7,799-64.7% | $7,446-63.1% | $6,400-57.0% |
| Admin fee / account holder | $48 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |