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 | $51,450 | $118,680-56.6% | $98,907-48.0% | $158,922-67.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 72.05% | 372.35%-300.3pp | 196.43%-124.4pp | 302.83%-230.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,783 | $5,088+131.6% | $4,244+177.6% | $5,982+97.0% |
| Admin fee / account holder | $195 | $10,131-98.1% | $6,642-97.1% | $11,246-98.3% |