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 | $41,924 | $90,320-53.6% | $59,496-29.5% | $125,391-66.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 4.75% | 369.13%-364.4pp | 182.05%-177.3pp | 282.22%-277.5pp |
| Employer contribution / active EE | $7,257 | $1,792+305.1% | $1,153+529.4% | $4,866+49.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6 | $3,063-99.8% | $2,232-99.7% | $9,540-99.9% |