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 | $42,718 | $99,652-57.1% | $78,778-45.8% | $147,584-71.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 19.53% | 47.28%-27.8pp | 35.62%-16.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,089 | $2,796+10.5% | $1,986+55.6% | $4,876-36.7% |
| Participant deferral / active EE | $4,987 | $3,664+36.1% | $2,958+68.6% | $5,439-8.3% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |