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 9-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 | $48,817 | $81,632-40.2% | $70,449-30.7% | $158,922-69.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.39% | 208.40%-198.0pp | 109.03%-98.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $6,500 | $3,217+102.0% | $2,737+137.5% | $4,761+36.5% |
| Participant deferral / active EE | $3,018 | $4,554-33.7% | $3,709-18.6% | $5,982-49.5% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |