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 9-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 | $34,898 | $100,852-65.4% | $90,404-61.4% | $158,922-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.90% | 1724.20%-1706.3pp | 1293.02%-1275.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $16,144 | $3,689+337.7% | $3,262+394.9% | $4,761+239.1% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $267 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |