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 | $47,740 | $232,540-79.5% | $185,117-74.2% | $147,584-67.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 22.00% | 43.03%-21.0pp | 40.50%-18.5pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,501 | $5,195-32.6% | $4,182-16.3% | $4,876-28.2% |
| Participant deferral / active EE | $28,233 | $5,834+384.0% | $5,045+459.6% | $5,439+419.1% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |