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 | $51,762 | $97,757-47.0% | $83,848-38.3% | $135,375-61.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 7.47% | 1287.37%-1279.9pp | 850.88%-843.4pp | 519.73%-512.3pp |
| Employer contribution / active EE | $6,840 | $4,222+62.0% | $3,631+88.4% | $4,779+43.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $149 | $6,674-97.8% | $5,478-97.3% | $10,827-98.6% |