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 | $35,970 | $150,440-76.1% | $136,294-73.6% | $147,584-75.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.60% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,048 | $5,256-61.0% | $4,695-56.4% | $4,876-58.0% |
| Participant deferral / active EE | $4,223 | $6,630-36.3% | $6,247-32.4% | $5,439-22.4% |
| Admin fee / account holder | $164 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |