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 | $46,000 | $118,849-61.3% | $96,562-52.4% | $167,490-72.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.56% | 50.49%-26.9pp | 37.78%-14.2pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,944 | $3,120-37.7% | $2,356-17.5% | $4,837-59.8% |
| Participant deferral / active EE | $1,944 | $4,616-57.9% | $3,849-49.5% | $6,341-69.3% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |