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 | $49,950 | $176,812-71.7% | $146,665-65.9% | $167,490-70.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.94% | 24.03%-2.1pp | 22.74%-0.8pp | 478.56%-456.6pp |
| Employer contribution / active EE | $11,055 | $5,160+114.2% | $4,136+167.3% | $4,837+128.5% |
| Participant deferral / active EE | $4,588 | $6,440-28.8% | $5,506-16.7% | $6,341-27.7% |
| Admin fee / account holder | $49 | $13,259-99.6% | $10,280-99.5% | $12,309-99.6% |