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 | $32,926 | $158,398-79.2% | $126,539-74.0% | $142,382-76.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.28% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $960 | $4,650-79.3% | $3,674-73.9% | $4,299-77.7% |
| Participant deferral / active EE | $4,075 | $4,767-14.5% | $4,083-0.2% | $6,507-37.4% |
| Admin fee / account holder | $63 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |