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 | $33,505 | $135,635-75.3% | $110,238-69.6% | $135,375-75.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.45% | 513.19%-512.7pp | 314.74%-314.3pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,750 | $4,906-64.3% | $3,826-54.3% | $4,779-63.4% |
| Participant deferral / active EE | $5,433 | $5,506-1.3% | $4,672+16.3% | $5,609-3.1% |
| Admin fee / account holder | $39 | $11,457-99.7% | $8,547-99.5% | $10,827-99.6% |