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 | $38,057 | $109,817-65.3% | $98,442-61.3% | $167,490-77.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.06% | 1956.69%-1937.6pp | 1492.73%-1473.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $6,995 | $3,224+117.0% | $2,960+136.3% | $4,837+44.6% |
| Participant deferral / active EE | $6,850 | $4,673+46.6% | $4,276+60.2% | $6,341+8.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |