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 | $30,879 | $165,912-81.4% | $122,332-74.8% | $147,584-79.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.08% | 34.55%-20.5pp | 30.27%-16.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $14,382 | $5,754+149.9% | $4,050+255.1% | $4,876+194.9% |
| Participant deferral / active EE | $10,695 | $4,005+167.0% | $3,287+225.4% | $5,439+96.6% |
| Admin fee / account holder | $56 | $7,424-99.3% | $5,478-99.0% | $10,885-99.5% |