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 | $27,923 | $104,486-73.3% | $76,817-63.6% | $152,861-81.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 21.27% | 1013.37%-992.1pp | 1166.11%-1144.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,420 | $3,116-54.4% | $2,302-38.3% | $4,762-70.2% |
| Participant deferral / active EE | $3,844 | $4,236-9.2% | $3,336+15.2% | $5,850-34.3% |
| Admin fee / account holder | $239 | $12,275-98.1% | $6,420-96.3% | $11,596-97.9% |