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 | $30,463 | $105,998-71.3% | $92,233-67.0% | $147,584-79.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.61% | 50.05%-37.4pp | 176.28%-163.7pp | 578.55%-565.9pp |
| Employer contribution / active EE | $914 | $4,333-78.9% | $3,679-75.2% | $4,876-81.3% |
| Participant deferral / active EE | $4,156 | $4,478-7.2% | $3,897+6.7% | $5,439-23.6% |
| Admin fee / account holder | $193 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |