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 8-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 | $50,944 | $69,518-26.7% | $59,878-14.9% | $135,375-62.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 3.94% | 7.94%-4.0pp | 3.46%+0.5pp | 519.73%-515.8pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,750 | $4,206+131.8% | $3,402+186.6% | $5,609+73.8% |
| Admin fee / account holder | $25 | $5,734-99.6% | $3,590-99.3% | $10,827-99.8% |