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 | $48,274 | $99,020-51.2% | $86,590-44.3% | $147,584-67.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 32.64% | 1312.34%-1279.7pp | 964.84%-932.2pp | 578.55%-545.9pp |
| Employer contribution / active EE | $874 | $3,132-72.1% | $2,839-69.2% | $4,876-82.1% |
| Participant deferral / active EE | $1,343 | $3,972-66.2% | $3,609-62.8% | $5,439-75.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |