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 | $50,524 | $84,149-40.0% | $76,080-33.6% | $167,490-69.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 11.12% | 54.99%-43.9pp | 42.50%-31.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,847 | $4,618+5.0% | $3,962+22.3% | $4,837+0.2% |
| Participant deferral / active EE | $0 | $5,796-100.0% | $4,905-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $4,883-100.0% | $12,309-100.0% |