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 | $44,810 | $88,751-49.5% | $81,812-45.2% | $145,922-69.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.01% | 1025.40%-1011.4pp | 773.79%-759.8pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,699 | $3,083+84.8% | $2,912+95.7% | $4,660+22.3% |
| Participant deferral / active EE | $4,002 | $4,643-13.8% | $4,319-7.3% | $6,688-40.2% |
| Admin fee / account holder | $80 | $8,415-99.1% | $7,386-98.9% | $13,397-99.4% |