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 | $48,375 | $104,486-53.7% | $76,817-37.0% | $152,861-68.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.55% | 1013.37%-992.8pp | 1166.11%-1145.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,514 | $3,116-19.3% | $2,302+9.2% | $4,762-47.2% |
| Participant deferral / active EE | $4,795 | $4,236+13.2% | $3,336+43.7% | $5,850-18.0% |
| Admin fee / account holder | $46 | $12,275-99.6% | $6,420-99.3% | $11,596-99.6% |