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 8-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 | $50,418 | $106,890-52.8% | $84,015-40.0% | $152,861-67.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.65% | 104.99%-74.3pp | 71.31%-40.7pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,200 | $2,734-56.1% | $1,983-39.5% | $4,762-74.8% |
| Participant deferral / active EE | $19,000 | $4,011+373.7% | $3,239+486.7% | $5,850+224.8% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |