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 7-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 | $44,866 | $96,635-53.6% | $86,612-48.2% | $139,434-67.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.12% | 106.41%-93.3pp | 591.07%-578.0pp | 372.94%-359.8pp |
| Employer contribution / active EE | $8,000 | $3,263+145.2% | $3,022+164.7% | $4,751+68.4% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6 | $6,408-99.9% | $5,614-99.9% | $11,403-99.9% |