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 8-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 | $46,910 | $112,096-58.2% | $95,952-51.1% | $158,922-70.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.60% | 171.09%-151.5pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,678 | $3,198+46.3% | $2,541+84.1% | $4,761-1.7% |
| Participant deferral / active EE | $18,805 | $4,784+293.1% | $4,167+351.3% | $5,982+214.3% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |