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 | $65,960 | $73,515-10.3% | $62,995+4.7% | $147,584-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.99% | 175.43%-158.4pp | 87.57%-70.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,000 | $3,320+50.6% | $2,759+81.2% | $4,876+2.5% |
| Participant deferral / active EE | $1,875 | $4,185-55.2% | $3,329-43.7% | $5,439-65.5% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |