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 | $41,531 | $107,015-61.2% | $73,545-43.5% | $147,584-71.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.08% | 38.25%-18.2pp | -15.16%+35.2pp | 578.55%-558.5pp |
| Employer contribution / active EE | $4,618 | $1,760+162.4% | $1,219+278.9% | $4,876-5.3% |
| Participant deferral / active EE | $12,000 | $2,462+387.5% | $1,806+564.4% | $5,439+120.6% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |