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 | $31,866 | $158,398-79.9% | $126,539-74.8% | $142,382-77.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.91% | 593.76%-580.8pp | 425.95%-413.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $551 | $4,650-88.2% | $3,674-85.0% | $4,299-87.2% |
| Participant deferral / active EE | $551 | $4,767-88.4% | $4,083-86.5% | $6,507-91.5% |
| Admin fee / account holder | $136 | $6,918-98.0% | $6,065-97.8% | $12,624-98.9% |