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 | $45,015 | $149,679-69.9% | $117,039-61.5% | $147,584-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.19% | 19.31%-4.1pp | 18.95%-3.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $2,674 | $4,937-45.8% | $3,785-29.3% | $4,876-45.2% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52 | $7,856-99.3% | $5,974-99.1% | $10,885-99.5% |