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 | $49,809 | $108,642-54.2% | $74,701-33.3% | $152,861-67.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.21% | 114.06%-91.9pp | 752.92%-730.7pp | 345.32%-323.1pp |
| Employer contribution / active EE | $6,807 | $1,503+352.9% | $1,084+528.2% | $4,762+42.9% |
| Participant deferral / active EE | $2,714 | $2,712+0.1% | $1,964+38.2% | $5,850-53.6% |
| Admin fee / account holder | $14 | $4,902-99.7% | $3,333-99.6% | $11,596-99.9% |