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 | $64,233 | $91,037-29.4% | $71,671-10.4% | $147,584-56.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 55.40% | 20.48%+34.9pp | 20.65%+34.7pp | 578.55%-523.2pp |
| Employer contribution / active EE | $9,753 | $3,327+193.1% | $2,460+296.5% | $4,876+100.0% |
| Participant deferral / active EE | $5,306 | $4,498+18.0% | $3,438+54.3% | $5,439-2.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |