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 | $80,638 | $162,781-50.5% | $133,956-39.8% | $158,922-49.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.18% | 41.94%-27.8pp | 45.09%-30.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $13,437 | $4,975+170.1% | $3,919+242.9% | $4,761+182.2% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $40 | $11,736-99.7% | $8,927-99.6% | $11,246-99.6% |