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 | $14,759 | $101,069-85.4% | $81,478-81.9% | $147,584-90.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.58% | 32.40%-18.8pp | 38.78%-25.2pp | 578.55%-565.0pp |
| Employer contribution / active EE | $7,347 | $3,205+129.2% | $2,568+186.1% | $4,876+50.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $62 | $5,812-98.9% | $4,561-98.6% | $10,885-99.4% |