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 | $47,527 | $106,890-55.5% | $84,015-43.4% | $152,861-68.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.09% | 104.99%-78.9pp | 71.31%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,432 | $2,734+25.5% | $1,983+73.0% | $4,762-27.9% |
| Participant deferral / active EE | $12,379 | $4,011+208.6% | $3,239+282.2% | $5,850+111.6% |
| Admin fee / account holder | $20 | $8,285-99.8% | $6,101-99.7% | $11,596-99.8% |