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 4-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 | $55,362 | $92,703-40.3% | $82,719-33.1% | $134,475-58.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.79% | 944.92%-943.1pp | 701.18%-699.4pp | 417.96%-416.2pp |
| Employer contribution / active EE | $10,904 | $3,274+233.0% | $3,009+262.4% | $4,740+130.0% |
| Participant deferral / active EE | $13,500 | $4,802+181.1% | $4,395+207.2% | $6,400+110.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |