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 | $47,672 | $105,998-55.0% | $92,233-48.3% | $147,584-67.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.96% | 50.05%-32.1pp | 176.28%-158.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $9,045 | $4,333+108.8% | $3,679+145.8% | $4,876+85.5% |
| Participant deferral / active EE | $3,139 | $4,478-29.9% | $3,897-19.5% | $5,439-42.3% |
| Admin fee / account holder | $32 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |