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 7-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 | $37,290 | $115,882-67.8% | $100,516-62.9% | $158,922-76.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 49.47% | 34.79%+14.7pp | 30.89%+18.6pp | 302.83%-253.4pp |
| Employer contribution / active EE | $6,716 | $4,103+63.7% | $3,418+96.5% | $4,761+41.1% |
| Participant deferral / active EE | $16,455 | $6,674+146.5% | $6,270+162.4% | $5,982+175.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |