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 | $41,562 | $83,337-50.1% | $67,834-38.7% | $273,961-84.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 9.31% | 259.45%-250.1pp | 138.47%-129.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,007 | $3,287-38.9% | $2,403-16.5% | $4,869-58.8% |
| Participant deferral / active EE | $5,123 | $4,088+25.3% | $3,160+62.1% | $5,287-3.1% |
| Admin fee / account holder | $18 | $6,752-99.7% | $4,622-99.6% | $10,132-99.8% |