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 6-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 | $57,429 | $115,882-50.4% | $100,516-42.9% | $158,922-63.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $37,500 | $4,103+814.0% | $3,418+997.3% | $4,761+687.6% |
| Participant deferral / active EE | $19,500 | $6,674+192.2% | $6,270+211.0% | $5,982+226.0% |
| Admin fee / account holder | $10 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |