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 | $50,123 | $165,912-69.8% | $122,332-59.0% | $147,584-66.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.76% | 34.55%-17.8pp | 30.27%-13.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,058 | $4,005+151.1% | $3,287+206.0% | $5,439+84.9% |
| Admin fee / account holder | $23 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |