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 | $54,674 | $149,679-63.5% | $117,039-53.3% | $147,584-63.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.37% | 19.31%-2.9pp | 18.95%-2.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,515 | $4,937-69.3% | $3,785-60.0% | $4,876-68.9% |
| Participant deferral / active EE | $12,000 | $4,912+144.3% | $3,929+205.4% | $5,439+120.6% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |