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 | $36,976 | $84,233-56.1% | $170,442-78.3% | $70,131-47.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.87% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $5,429 | $3,387+60.3% | $5,433-0.1% | $2,342+131.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $193 | $5,698-96.6% | $13,880-98.6% | $4,645-95.8% |