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 | $30,266 | $99,020-69.4% | $86,590-65.0% | $147,584-79.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.05% | 1312.34%-1300.3pp | 964.84%-952.8pp | 578.55%-566.5pp |
| Employer contribution / active EE | $4,135 | $3,132+32.0% | $2,839+45.6% | $4,876-15.2% |
| Participant deferral / active EE | $2,185 | $3,972-45.0% | $3,609-39.4% | $5,439-59.8% |
| Admin fee / account holder | $100 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |