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 | $59,849 | $73,515-18.6% | $62,995-5.0% | $147,584-59.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.63% | 175.43%-159.8pp | 87.57%-71.9pp | 578.55%-562.9pp |
| Employer contribution / active EE | $9,950 | $3,320+199.7% | $2,759+260.6% | $4,876+104.0% |
| Participant deferral / active EE | $9,609 | $4,185+129.6% | $3,329+188.6% | $5,439+76.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |