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 | $47,469 | $107,334-55.8% | $92,893-48.9% | $152,861-68.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.74% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $2,560 | $4,221-39.4% | $3,653-29.9% | $4,762-46.3% |
| Participant deferral / active EE | $18,793 | $4,845+287.9% | $4,236+343.6% | $5,850+221.2% |
| Admin fee / account holder | $138 | $7,079-98.1% | $5,794-97.6% | $11,596-98.8% |