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 | $32,180 | $88,751-63.7% | $81,812-60.7% | $145,922-77.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.78% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $7,412 | $3,083+140.4% | $2,912+154.5% | $4,660+59.1% |
| Participant deferral / active EE | $8,733 | $4,643+88.1% | $4,319+102.2% | $6,688+30.6% |
| Admin fee / account holder | $4 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |