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 | $52,927 | $96,305-45.0% | $80,569-34.3% | $139,434-62.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.75% | 1350.08%-1333.3pp | 935.43%-918.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,773 | $3,262-45.6% | $2,723-34.9% | $4,751-62.7% |
| Participant deferral / active EE | $3,383 | $5,232-35.3% | $4,447-23.9% | $6,710-49.6% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |