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 | $26,107 | $150,440-82.6% | $136,294-80.8% | $147,584-82.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2815.77% | 1049.08%+1766.7pp | 5155.94%-2340.2pp | 578.55%+2237.2pp |
| Employer contribution / active EE | $4,807 | $5,256-8.5% | $4,695+2.4% | $4,876-1.4% |
| Participant deferral / active EE | $10,765 | $6,630+62.4% | $6,247+72.3% | $5,439+97.9% |
| Admin fee / account holder | $123 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |