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 | $33,985 | $82,630-58.9% | $64,105-47.0% | $125,391-72.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 7.16% | 1489.72%-1482.6pp | 791.24%-784.1pp | 282.22%-275.1pp |
| Employer contribution / active EE | $5,117 | $2,671+91.6% | $1,820+181.2% | $4,866+5.2% |
| Participant deferral / active EE | $4,750 | $3,608+31.6% | $2,822+68.3% | $5,352-11.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |