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 | $29,078 | $73,515-60.4% | $62,995-53.8% | $147,584-80.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.09% | 175.43%-163.3pp | 87.57%-75.5pp | 578.55%-566.5pp |
| Employer contribution / active EE | $5,510 | $3,320+65.9% | $2,759+99.7% | $4,876+13.0% |
| Participant deferral / active EE | $5,808 | $4,185+38.8% | $3,329+74.5% | $5,439+6.8% |
| Admin fee / account holder | $30 | $5,953-99.5% | $3,600-99.2% | $10,885-99.7% |