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 | $42,041 | $99,652-57.8% | $78,778-46.6% | $147,584-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.89% | 47.28%-36.4pp | 35.62%-24.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $8,100 | $2,796+189.8% | $1,986+308.0% | $4,876+66.1% |
| Participant deferral / active EE | $5,505 | $3,664+50.3% | $2,958+86.1% | $5,439+1.2% |
| Admin fee / account holder | $57 | $7,155-99.2% | $5,134-98.9% | $10,885-99.5% |