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 | $32,411 | $152,587-78.8% | $125,175-74.1% | $152,861-78.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.65% | 54.84%-38.2pp | 43.79%-27.1pp | 345.32%-328.7pp |
| Employer contribution / active EE | $2,212 | $4,946-55.3% | $3,865-42.8% | $4,762-53.6% |
| Participant deferral / active EE | $12,500 | $5,868+113.0% | $4,937+153.2% | $5,850+113.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |