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 | $28,532 | $99,652-71.4% | $78,778-63.8% | $147,584-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.93% | 47.28%-29.4pp | 35.62%-17.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,050 | $2,796-62.5% | $1,986-47.1% | $4,876-78.5% |
| Participant deferral / active EE | $4,663 | $3,664+27.3% | $2,958+57.6% | $5,439-14.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |