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 | $38,817 | $58,208-33.3% | $81,812-52.6% | $80,856-52.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 19.64% | 41.66%-22.0pp | 773.79%-754.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,499 | $2,340+6.8% | $2,912-14.2% | $2,755-9.3% |
| Participant deferral / active EE | $1,538 | $3,281-53.1% | $4,319-64.4% | $4,296-64.2% |
| Admin fee / account holder | $1 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |