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 | $38,740 | $113,339-65.8% | $94,993-59.2% | $147,584-73.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.53% | 20.77%-5.2pp | 27.12%-11.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $9,356 | $3,160+196.0% | $2,603+259.4% | $4,876+91.9% |
| Participant deferral / active EE | $3,163 | $3,777-16.3% | $3,317-4.6% | $5,439-41.8% |
| Admin fee / account holder | $261 | $6,063-95.7% | $4,960-94.7% | $10,885-97.6% |