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 | $40,551 | $73,515-44.8% | $62,995-35.6% | $147,584-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 19.95% | 175.43%-155.5pp | 87.57%-67.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $7,050 | $3,320+112.3% | $2,759+155.5% | $4,876+44.6% |
| Participant deferral / active EE | $15,802 | $4,185+277.6% | $3,329+374.6% | $5,439+190.5% |
| Admin fee / account holder | $53 | $5,953-99.1% | $3,600-98.5% | $10,885-99.5% |