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 | $56,948 | $227,553-75.0% | $189,557-70.0% | $167,490-66.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 11.43% | 78.40%-67.0pp | 64.17%-52.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $3,500 | $5,316-34.2% | $4,412-20.7% | $4,837-27.6% |
| Participant deferral / active EE | $9,426 | $7,002+34.6% | $6,174+52.7% | $6,341+48.6% |
| Admin fee / account holder | $5 | $11,878-100.0% | $9,807-99.9% | $12,309-100.0% |