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 | $44,476 | $99,652-55.4% | $78,778-43.5% | $147,584-69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.33% | 47.28%-32.0pp | 35.62%-20.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $7,398 | $2,796+164.6% | $1,986+272.6% | $4,876+51.7% |
| Participant deferral / active EE | $3,266 | $3,664-10.9% | $2,958+10.4% | $5,439-40.0% |
| Admin fee / account holder | $270 | $7,155-96.2% | $5,134-94.7% | $10,885-97.5% |