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 | $44,327 | $113,339-60.9% | $94,993-53.3% | $147,584-70.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.50% | 20.77%-5.3pp | 27.12%-11.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $15,826 | $3,160+400.8% | $2,603+507.9% | $4,876+224.5% |
| Participant deferral / active EE | $12,480 | $3,777+230.4% | $3,317+276.2% | $5,439+129.5% |
| Admin fee / account holder | $8 | $6,063-99.9% | $4,960-99.8% | $10,885-99.9% |