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 | $53,686 | $104,486-48.6% | $76,817-30.1% | $152,861-64.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.49% | 1013.37%-995.9pp | 1166.11%-1148.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,516 | $3,116-51.4% | $2,302-34.2% | $4,762-68.2% |
| Participant deferral / active EE | $3,774 | $4,236-10.9% | $3,336+13.1% | $5,850-35.5% |
| Admin fee / account holder | $284 | $12,275-97.7% | $6,420-95.6% | $11,596-97.6% |