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 | $39,251 | $98,750-60.3% | $149,696-73.8% | $79,858-50.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 55.34% | 27.43%+27.9pp | 276.60%-221.3pp | 31.71%+23.6pp |
| Employer contribution / active EE | $1,442 | $3,216-55.2% | $4,644-69.0% | $2,471-41.6% |
| Participant deferral / active EE | $5,795 | $5,680+2.0% | $6,842-15.3% | $3,740+55.0% |
| Admin fee / account holder | $4 | $6,053-99.9% | $9,309-100.0% | $5,306-99.9% |