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 | $52,445 | $140,940-62.8% | $112,229-53.3% | $139,434-62.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.91% | 32.71%-22.8pp | 30.20%-20.3pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,743 | $4,283-59.3% | $3,430-49.2% | $4,751-63.3% |
| Participant deferral / active EE | $2,083 | $5,874-64.5% | $4,798-56.6% | $6,710-69.0% |
| Admin fee / account holder | $26 | $9,954-99.7% | $7,748-99.7% | $11,403-99.8% |