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 | $46,188 | $74,888-38.3% | $71,209-35.1% | $142,382-67.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.29% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,409 | $2,854+159.6% | $2,721+172.3% | $4,299+72.3% |
| Participant deferral / active EE | $2,685 | $4,454-39.7% | $4,175-35.7% | $6,507-58.7% |
| Admin fee / account holder | $1 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |