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 | $58,505 | $76,738-23.8% | $56,411+3.7% | $145,922-59.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.54% | 2994.23%-2982.7pp | 1701.33%-1689.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,890 | $1,380+36.9% | $1,039+81.9% | $4,660-59.4% |
| Participant deferral / active EE | $3,770 | $2,623+43.8% | $1,952+93.1% | $6,688-43.6% |
| Admin fee / account holder | $31 | $3,334-99.1% | $2,829-98.9% | $13,397-99.8% |