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 | $35,435 | $107,334-67.0% | $92,893-61.9% | $152,861-76.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.13% | 145.58%-129.4pp | 109.41%-93.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $6,543 | $4,221+55.0% | $3,653+79.1% | $4,762+37.4% |
| Participant deferral / active EE | $6,567 | $4,845+35.6% | $4,236+55.0% | $5,850+12.3% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |