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 | $48,132 | $153,311-68.6% | $109,313-56.0% | $273,961-82.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 81.07% | 29.86%+51.2pp | 22.07%+59.0pp | 41.45%+39.6pp |
| Employer contribution / active EE | $16,940 | $5,619+201.5% | $3,892+335.3% | $4,869+247.9% |
| Participant deferral / active EE | $7,200 | $3,932+83.1% | $3,166+127.4% | $5,287+36.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |