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 | $41,988 | $93,346-55.0% | $71,796-41.5% | $273,961-84.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.74% | 130.39%-119.7pp | 78.04%-67.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $11,447 | $2,733+318.8% | $1,924+494.9% | $4,869+135.1% |
| Participant deferral / active EE | $7,745 | $3,475+122.9% | $2,794+177.2% | $5,287+46.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |