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 | $48,559 | $90,503-46.3% | $78,689-38.3% | $273,961-82.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.93% | 75.60%-65.7pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $5,000 | $3,176+57.4% | $2,851+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $18,000 | $3,901+361.4% | $3,517+411.8% | $5,287+240.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |