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 | $43,981 | $98,240-55.2% | $82,313-46.6% | $147,584-70.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.11% | 30.85%-8.7pp | 25.88%-3.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,500 | $3,192-53.0% | $2,428-38.2% | $4,876-69.2% |
| Participant deferral / active EE | $6,316 | $4,383+44.1% | $3,706+70.4% | $5,439+16.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |