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 | $56,622 | $232,540-75.7% | $185,117-69.4% | $147,584-61.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.54% | 43.03%-25.5pp | 40.50%-23.0pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,000 | $5,195-42.3% | $4,182-28.3% | $4,876-38.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $237 | $10,275-97.7% | $8,159-97.1% | $10,885-97.8% |