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 | $56,141 | $98,750-43.1% | $149,696-62.5% | $79,858-29.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.76% | 27.43%+0.3pp | 276.60%-248.8pp | 31.71%-4.0pp |
| Employer contribution / active EE | $4,989 | $3,216+55.1% | $4,644+7.4% | $2,471+101.9% |
| Participant deferral / active EE | $5,210 | $5,680-8.3% | $6,842-23.8% | $3,740+39.3% |
| Admin fee / account holder | $145 | $6,053-97.6% | $9,309-98.4% | $5,306-97.3% |