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 9-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 | $45,054 | $97,757-53.9% | $83,848-46.3% | $135,375-66.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.84% | 1287.37%-1286.5pp | 850.88%-850.0pp | 519.73%-518.9pp |
| Employer contribution / active EE | $2,420 | $4,222-42.7% | $3,631-33.4% | $4,779-49.4% |
| Participant deferral / active EE | $7,973 | $4,682+70.3% | $4,082+95.3% | $5,609+42.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |