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 | $36,746 | $99,652-63.1% | $78,778-53.4% | $147,584-75.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.45% | 47.28%-27.8pp | 35.62%-16.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $5,116 | $2,796+83.0% | $1,986+157.6% | $4,876+4.9% |
| Participant deferral / active EE | $5,073 | $3,664+38.5% | $2,958+71.5% | $5,439-6.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |