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 | $55,455 | $82,630-32.9% | $64,105-13.5% | $125,391-55.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.72% | 1489.72%-1489.0pp | 791.24%-790.5pp | 282.22%-281.5pp |
| Employer contribution / active EE | $3,430 | $2,671+28.4% | $1,820+88.5% | $4,866-29.5% |
| Participant deferral / active EE | $3,355 | $3,608-7.0% | $2,822+18.9% | $5,352-37.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |