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 | $45,514 | $106,890-57.4% | $84,015-45.8% | $152,861-70.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 8.63% | 104.99%-96.4pp | 71.31%-62.7pp | 345.32%-336.7pp |
| Employer contribution / active EE | $1,738 | $2,734-36.5% | $1,983-12.4% | $4,762-63.5% |
| Participant deferral / active EE | $3,800 | $4,011-5.3% | $3,239+17.3% | $5,850-35.0% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |